Kestra Private Wealth Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Kestra Private Wealth 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	$227K	Buy	+2,800	New	+$194K	﹤0.01%	1627
2026 Q1	–	Sell	-5,000	Closed	-$264K	–	1872
2025 Q4	$264K	Buy	+5,000	New	+$269K	﹤0.01%	1479
2025 Q1	–	Sell	-12,400	Closed	-$491K	–	1571
2024 Q4	$491K	Buy	+12,400	New	+$489K	0.01%	925

Other funds holding TQQQ

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

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

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

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

Wealth Enhancement Advisory Services

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

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

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

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