Johnson Midwest Financial’s ProShares UltraPro QQQ TQQQ Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$12.6K	Sell	708 -2,370	-77%	-$48.1K	0.03%	183
2023 Q2	$63.1K	Buy	3,078 +2,470	+406%	+$39.6K	0.06%	76
2023 Q1	$8.58K	Buy	608 +4	+0.7%	+$46	0.01%	218
2022 Q4	$5K	Buy	604 +4	+0.7%	+$41	0.02%	275
2022 Q3	$6	Hold	600	–	–	0.02%	236
2022 Q2	$7K	Buy	+600	New	+$10.6K	0.01%	200
2022 Q1	–	Sell	-660	Closed	-$27K	–	305
2021 Q4	$27K	Sell	660 -704	-52%	-$27.2K	0.02%	120
2021 Q3	$42K	Buy	+1,364	New	+$46.6K	0.03%	102
2021 Q1	–	Sell	-3,504	Closed	-$80K	–	300
2020 Q4	$80K	Buy	+3,504	New	+$66.1K	0.08%	67

Other funds holding TQQQ

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Midwest Financial's TQQQ Position: Q3 2023 in Review

Johnson Midwest Financial reduced its ProShares UltraPro QQQ (TQQQ) stake by 77% in Q3 2023, selling an estimated $48.1K and leaving 708 shares worth $12.6K. The position accounts for 0.03% of the portfolio, ranked #183.

Johnson Midwest Financial first reported a position in TQQQ in Q4 2020 and has held it in 9 quarters since. The position peaked at $80K in Q4 2020. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

Johnson Midwest Financial held 708 shares of ProShares UltraPro QQQ worth $12.6K as of Q3 2023.
Johnson Midwest Financial sold 2,370 ProShares UltraPro QQQ shares in Q3 2023, an estimated $48.1K.
ProShares UltraPro QQQ made up 0.03% of Johnson Midwest Financial's portfolio in Q3 2023, its #183 holding.
Johnson Midwest Financial first reported a position in ProShares UltraPro QQQ in Q4 2020 and has held it in 9 quarters since.
Johnson Midwest Financial's ProShares UltraPro QQQ position peaked at $80K in Q4 2020.
174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.