Kovitz Investment Group Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
11,774
+6,083
+107% +$505K ﹤0.01% 810
2025
Q1
$326K Buy
5,691
+158
+3% +$9.05K ﹤0.01% 1021
2024
Q4
$438K Buy
+5,533
New +$438K ﹤0.01% 934