Joule Financial’s ProShares UltraPro QQQ TQQQ Stock Holding History

Joule 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
2024 Q2	–	Sell	-7,802	Closed	-$240K	–	111
2024 Q1	$240K	Sell	7,802 -552	-7%	-$15.7K	0.1%	88
2023 Q4	$212K	Buy	+8,354	New	+$173K	0.1%	100

Other funds holding TQQQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWE

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

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Joule Financial's TQQQ Position: Q2 2024 in Review

Joule Financial sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2024, closing a stake of 7,802 shares — an estimated $240K sold.

Joule Financial first reported a position in TQQQ in Q4 2023 and held it in 2 quarters. The position peaked at $240K in Q1 2024. 252 funds tracked by Wall St. Rank hold TQQQ as of Q2 2024.

Joule Financial reported no remaining ProShares UltraPro QQQ position as of Q2 2024 after selling out during the quarter.
Joule Financial sold 7,802 ProShares UltraPro QQQ shares in Q2 2024, an estimated $240K.
Joule Financial first reported a position in ProShares UltraPro QQQ in Q4 2023 and held it in 2 quarters.
Joule Financial's ProShares UltraPro QQQ position peaked at $240K in Q1 2024.
252 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2024.

Based on Joule Financial's 13F filing for Q2 2024, filed 23 Jul 2024.