KCM Investment Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

KCM Investment Advisors’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	–	Sell	-64,500	Closed	-$1.32M	–	383
2023 Q2	$1.32M	Sell	64,500 -61,310	-49%	-$983K	0.05%	189
2023 Q1	$1.78M	Buy	125,810 +33,000	+36%	+$376K	0.07%	169
2022 Q4	$803K	Buy	+92,810	New	+$942K	0.03%	224

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

KCM Investment Advisors's TQQQ Position: Q3 2023 in Review

KCM Investment Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 64,500 shares — an estimated $1.32M sold.

KCM Investment Advisors first reported a position in TQQQ in Q4 2022 and held it in 3 quarters. The position peaked at $1.78M in Q1 2023. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

KCM Investment Advisors reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
KCM Investment Advisors sold 64,500 ProShares UltraPro QQQ shares in Q3 2023, an estimated $1.32M.
KCM Investment Advisors first reported a position in ProShares UltraPro QQQ in Q4 2022 and held it in 3 quarters.
KCM Investment Advisors's ProShares UltraPro QQQ position peaked at $1.78M in Q1 2023.
174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on KCM Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.