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Jackson Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Jackson Wealth 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
2022
Q1 		– Sell
-18,156
Closed -$755K – 128
2021
Q4 		$755K Buy
+18,156
New +$703K 0.1% 98
2021
Q3 		– Sell
-19,668
Closed -$602K – 116
2021
Q2 		$602K Buy
+19,668
New +$519K 0.08% 102

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Jackson Wealth Management's TQQQ Position: Q1 2022 in Review

Jackson Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2022, closing a stake of 18,156 shares — an estimated $755K sold.

Jackson Wealth Management first reported a position in TQQQ in Q2 2021 and held it in 2 quarters. The position peaked at $755K in Q4 2021. 163 funds tracked by Wall St. Rank hold TQQQ as of Q1 2022.

  • Jackson Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q1 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 18,156 ProShares UltraPro QQQ shares in Q1 2022, an estimated $755K.
  • Jackson Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2021 and held it in 2 quarters.
  • Jackson Wealth Management's ProShares UltraPro QQQ position peaked at $755K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.