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Integrated Wealth Concepts’s ProShares UltraPro QQQ TQQQ Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$628K Buy
7,751
+62
+0.8% +$4.3K ﹤0.01% 1519
2026
Q1 		$320K Buy
+7,689
New +$385K ﹤0.01% 1814
2025
Q4 		– Sell
-9,176
Closed -$474K – 2016
2025
Q3 		$474K Sell
9,176
-2,438
-21% -$111K ﹤0.01% 1376
2025
Q2 		$482K Buy
11,614
+1,672
+17% +$52.9K ﹤0.01% 1299
2025
Q1 		$285K Buy
9,942
+1,598
+19% +$60.6K ﹤0.01% 1431
2024
Q4 		$330K Buy
8,344
+4
+0% +$158 ﹤0.01% 1313
2024
Q3 		$302K Sell
8,340
-1,156
-12% -$39.6K ﹤0.01% 1344
2024
Q2 		$351K Buy
9,496
+990
+12% +$31K ﹤0.01% 1235
2024
Q1 		$262K Buy
8,506
+508
+6% +$14.4K ﹤0.01% 1394
2023
Q4 		$203K Buy
+7,998
New +$166K ﹤0.01% 1456
2023
Q3 		– Sell
-10,624
Closed -$218K – 1626
2023
Q2 		$218K Sell
10,624
-11,368
-52% -$182K ﹤0.01% 1386
2023
Q1 		$311K Buy
+21,992
New +$251K 0.01% 1036
2022
Q3 		– Sell
-89,254
Closed -$1.07M – 1018
2022
Q2 		$1.07M Buy
+89,254
New +$1.58M 0.03% 413

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's TQQQ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its ProShares UltraPro QQQ (TQQQ) stake by 0.81% in Q2 2026, buying an estimated $4.3K and bringing the position to 7,751 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Integrated Wealth Concepts first reported a position in TQQQ in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q2 2022. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Integrated Wealth Concepts held 7,751 shares of ProShares UltraPro QQQ worth $628K as of Q2 2026.
  • Integrated Wealth Concepts bought 62 ProShares UltraPro QQQ shares in Q2 2026, an estimated $4.3K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1519 holding.
  • Integrated Wealth Concepts first reported a position in ProShares UltraPro QQQ in Q2 2022 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's ProShares UltraPro QQQ position peaked at $1.07M in Q2 2022.
  • 363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.