Kingswood Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Kingswood Wealth 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
2026 Q2	$1.48M	Sell	18,254 -1,424	-7%	-$98.8K	0.06%	317
2026 Q1	$820K	Sell	19,678 -6,476	-25%	-$324K	0.04%	421
2025 Q4	$1.38M	Sell	26,154 -9,352	-26%	-$503K	0.07%	288
2025 Q3	$1.84M	Sell	35,506 -1,512	-4%	-$69K	0.11%	189
2025 Q2	$1.54M	Buy	37,018 +8,034	+28%	+$254K	0.12%	182
2025 Q1	$830K	Buy	28,984 +1,872	+7%	+$71K	0.08%	289
2024 Q4	$1.07M	Buy	+27,112	New	+$1.07M	0.08%	256
2024 Q3	–	Sell	-21,178	Closed	-$782K	–	749
2024 Q2	$782K	Sell	21,178 -31,612	-60%	-$989K	0.07%	286
2024 Q1	$1.62M	Sell	52,790 -1,574	-3%	-$44.8K	0.19%	133
2023 Q4	$1.38M	Buy	54,364 +8,466	+18%	+$176K	0.16%	150
2023 Q3	$817K	Buy	+45,898	New	+$931K	0.14%	172

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingswood Wealth Advisors's TQQQ Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 7.2% in Q2 2026, selling an estimated $98.8K and leaving 18,254 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #317.

Kingswood Wealth Advisors first reported a position in TQQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q3 2025. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Kingswood Wealth Advisors held 18,254 shares of ProShares UltraPro QQQ worth $1.48M as of Q2 2026.
Kingswood Wealth Advisors sold 1,424 ProShares UltraPro QQQ shares in Q2 2026, an estimated $98.8K.
ProShares UltraPro QQQ made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #317 holding.
Kingswood Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's ProShares UltraPro QQQ position peaked at $1.84M in Q3 2025.
363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.