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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

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
SS
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
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
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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. 117 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.
  • 117 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.