JPLA
TQQQ icon

Joseph P. Lucia & Associates’s ProShares UltraPro QQQ TQQQ Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q1 		– Sell
-1,600
Closed -$36K – 617
2020
Q4 		$36K Buy
+1,600
New +$30.2K 0.03% 212
2020
Q3 		– Sell
-1,600
Closed -$20K – 416
2020
Q2 		$20K Sell
1,600
-4,800
-75% -$45.1K 0.02% 247
2020
Q1 		$38K Buy
+6,400
New +$67K 0.04% 181

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
FMBTD
First Midwest Bank Trust Division Joliet, Illinois $777M AUM 29.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Joseph P. Lucia & Associates's TQQQ Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2021, closing a stake of 1,600 shares — an estimated $36K sold.

Joseph P. Lucia & Associates first reported a position in TQQQ in Q1 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2020. 127 funds tracked by Wall St. Rank hold TQQQ as of Q1 2021.

  • Joseph P. Lucia & Associates reported no remaining ProShares UltraPro QQQ position as of Q1 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,600 ProShares UltraPro QQQ shares in Q1 2021, an estimated $36K.
  • Joseph P. Lucia & Associates first reported a position in ProShares UltraPro QQQ in Q1 2020 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's ProShares UltraPro QQQ position peaked at $38K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.