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Kelly Financial Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-446
Closed -$16.5K – 698
2024
Q2 		$16.5K Hold
446
– – 0.01% 358
2024
Q1 		$13.8K Hold
446
– – 0.01% 377
2023
Q4 		$11.3K Buy
446
+96
+27% +$1.99K ﹤0.01% 380
2023
Q3 		$6.25K Sell
350
-708
-67% -$14.4K ﹤0.01% 432
2023
Q2 		$21.7K Buy
1,058
+2
+0.2% +$32 0.01% 281
2023
Q1 		$14.9K Hold
1,056
– – 0.01% 302
2022
Q4 		$9.13K Buy
1,056
+410
+63% +$4.16K ﹤0.01% 338
2022
Q3 		$6.24K Buy
646
+318
+97% +$4.64K ﹤0.01% 373
2022
Q2 		$3.94K Buy
328
+80
+32% +$1.42K ﹤0.01% 430
2022
Q1 		$7.21K Sell
248
-120
-33% -$3.45K ﹤0.01% 379
2021
Q4 		$15.3K Sell
368
-52
-12% -$2.01K 0.01% 297
2021
Q3 		$13.1K Sell
420
-51,032
-99% -$1.74M 0.01% 296
2021
Q2 		$105K Buy
51,452
+51,044
+12,511% +$1.35M ﹤0.01% 367
2021
Q1 		$9.31K Buy
408
+80
+24% +$1.89K 0.01% 313
2020
Q4 		$7.45K Sell
328
-48
-13% -$905 0.01% 319
2020
Q3 		$6.15K Buy
376
+128
+52% +$2.02K ﹤0.01% 309
2020
Q2 		$3.03K Sell
248
-400
-62% -$3.76K ﹤0.01% 396
2020
Q1 		$3.86K Buy
+648
New +$6.78K ﹤0.01% 327

Other funds holding TQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kelly Financial Services's TQQQ Position: Q3 2024 in Review

Kelly Financial Services sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2024, closing a stake of 446 shares — an estimated $16.5K sold.

Kelly Financial Services first reported a position in TQQQ in Q1 2020 and held it in 18 quarters. The position peaked at $105K in Q2 2021. 235 funds tracked by Wall St. Rank hold TQQQ as of Q3 2024.

  • Kelly Financial Services reported no remaining ProShares UltraPro QQQ position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 446 ProShares UltraPro QQQ shares in Q3 2024, an estimated $16.5K.
  • Kelly Financial Services first reported a position in ProShares UltraPro QQQ in Q1 2020 and held it in 18 quarters.
  • Kelly Financial Services's ProShares UltraPro QQQ position peaked at $105K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.