Kestra Advisory Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Kestra Advisory 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
2026 Q2	$498K	Sell	6,149 -1,549	-20%	-$108K	﹤0.01%	2352
2026 Q1	$321K	Sell	7,698 -1,231	-14%	-$61.6K	﹤0.01%	2571
2025 Q4	$471K	Buy	+8,929	New	+$480K	﹤0.01%	2196
2024 Q3	–	Sell	-6,004	Closed	-$222K	–	2739
2024 Q2	$222K	Buy	+6,004	New	+$188K	﹤0.01%	2331

Other funds holding TQQQ

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Kestra Advisory Services's TQQQ Position: Q2 2026 in Review

Kestra Advisory Services reduced its ProShares UltraPro QQQ (TQQQ) stake by 20% in Q2 2026, selling an estimated $108K and leaving 6,149 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Kestra Advisory Services first reported a position in TQQQ in Q2 2024 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Kestra Advisory Services held 6,149 shares of ProShares UltraPro QQQ worth $498K as of Q2 2026.
Kestra Advisory Services sold 1,549 ProShares UltraPro QQQ shares in Q2 2026, an estimated $108K.
ProShares UltraPro QQQ made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2352 holding.
Kestra Advisory Services first reported a position in ProShares UltraPro QQQ in Q2 2024 and has held it in 4 quarters since.
127 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.