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

Kovitz Investment Group Partners’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	$1.01M	Sell	12,419 -8,069	-39%	-$560K	0.02%	319
2026 Q1	$854K	Hold	20,488	–	–	0.02%	341
2025 Q4	$1.08M	Sell	20,488 -4,032	-16%	-$217K	0.02%	311
2025 Q3	$1.27M	Buy	24,520 +972	+4%	+$44.3K	﹤0.01%	780
2025 Q2	$977K	Buy	23,548 +12,166	+107%	+$385K	﹤0.01%	811
2025 Q1	$326K	Buy	11,382 +316	+3%	+$12K	﹤0.01%	1028
2024 Q4	$438K	Buy	+11,066	New	+$436K	﹤0.01%	939

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

Kovitz Investment Group Partners's TQQQ Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its ProShares UltraPro QQQ (TQQQ) stake by 39% in Q2 2026, selling an estimated $560K and leaving 12,419 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #319.

Kovitz Investment Group Partners first reported a position in TQQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Kovitz Investment Group Partners held 12,419 shares of ProShares UltraPro QQQ worth $1.01M as of Q2 2026.
Kovitz Investment Group Partners sold 8,069 ProShares UltraPro QQQ shares in Q2 2026, an estimated $560K.
ProShares UltraPro QQQ made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #319 holding.
Kovitz Investment Group Partners first reported a position in ProShares UltraPro QQQ in Q4 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's ProShares UltraPro QQQ position peaked at $1.27M in Q3 2025.
363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.