Kovitz Investment Group Partners
TQQQ icon

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
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

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PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kovitz Investment Group Partners's TQQQ Position: Q1 2026 in Review

Kovitz Investment Group Partners held its ProShares UltraPro QQQ (TQQQ) position steady in Q1 2026 at 20,488 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #341.

Kovitz Investment Group Partners first reported a position in TQQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 323 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Kovitz Investment Group Partners held 20,488 shares of ProShares UltraPro QQQ worth $854K as of Q1 2026.
  • Kovitz Investment Group Partners left its ProShares UltraPro QQQ share count unchanged in Q1 2026.
  • ProShares UltraPro QQQ made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #341 holding.
  • Kovitz Investment Group Partners first reported a position in ProShares UltraPro QQQ in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's ProShares UltraPro QQQ position peaked at $1.27M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.