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Institutional & Family Asset Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Institutional & Family Asset Management’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Hold
0
– – – 748
2023
Q4 		– Sell
-58,328
Closed -$1.21M – 750
2023
Q3 		$1.04M Buy
+58,328
New +$1.18M 0.17% 92
2022
Q4 		– Sell
-10,942
Closed -$111K – 779
2022
Q3 		$106K Buy
10,942
+9,374
+598% +$137K 0.02% 165
2022
Q2 		$19K Hold
1,568
– – ﹤0.01% 319
2022
Q1 		$46K Buy
1,568
+676
+76% +$19.4K 0.01% 261
2021
Q4 		$37K Sell
892
-1,372
-61% -$53.1K 0.01% 297
2021
Q3 		$71K Buy
2,264
+560
+33% +$19.1K 0.01% 280
2021
Q2 		$52K Sell
1,704
-8,188
-83% -$216K 0.01% 331
2021
Q1 		$226K Buy
9,892
+4,340
+78% +$102K 0.04% 173
2020
Q4 		$126K Buy
5,552
+1,808
+48% +$34.1K 0.03% 227
2020
Q3 		$61K Buy
+3,744
New +$59K 0.01% 262
2019
Q2 		– Sell
-44,800
Closed -$317K – 878
2019
Q1 		$317K Buy
44,800
+33,728
+305% +$204K 0.07% 148
2018
Q4 		$51K Sell
11,072
-6,376
-37% -$40.1K 0.01% 326
2018
Q3 		$155K Buy
17,448
+2,376
+16% +$19.7K 0.03% 217
2018
Q2 		$108K Hold
15,072
– – 0.02% 251
2018
Q1 		$90K Buy
+15,072
New +$102K 0.02% 261

Other funds holding TQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Institutional & Family Asset Management's TQQQ Position: Q2 2024 in Review

Institutional & Family Asset Management held its ProShares UltraPro QQQ (TQQQ) position steady in Q2 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Institutional & Family Asset Management first reported a position in TQQQ in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2023. 252 funds tracked by Wall St. Rank hold TQQQ as of Q2 2024.

  • Institutional & Family Asset Management held 0 shares of ProShares UltraPro QQQ worth $1 as of Q2 2024.
  • Institutional & Family Asset Management left its ProShares UltraPro QQQ share count unchanged in Q2 2024.
  • ProShares UltraPro QQQ made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #748 holding.
  • Institutional & Family Asset Management first reported a position in ProShares UltraPro QQQ in Q1 2018 and has held it in 15 quarters since.
  • Institutional & Family Asset Management's ProShares UltraPro QQQ position peaked at $1.04M in Q3 2023.
  • 252 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.