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Lake Street Advisors Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		– Sell
-8,102
Closed -$294K – 674
2024
Q3 		$294K Sell
8,102
-50
-0.6% -$1.72K 0.01% 456
2024
Q2 		$301K Hold
8,152
– – 0.01% 445
2024
Q1 		$251K Hold
8,152
– – 0.01% 498
2023
Q4 		$207K Buy
+8,152
New +$169K 0.01% 536

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lake Street Advisors Group's TQQQ Position: Q4 2024 in Review

Lake Street Advisors Group sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2024, closing a stake of 8,102 shares — an estimated $294K sold.

Lake Street Advisors Group first reported a position in TQQQ in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q2 2024. 276 funds tracked by Wall St. Rank hold TQQQ as of Q4 2024.

  • Lake Street Advisors Group reported no remaining ProShares UltraPro QQQ position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 8,102 ProShares UltraPro QQQ shares in Q4 2024, an estimated $294K.
  • Lake Street Advisors Group first reported a position in ProShares UltraPro QQQ in Q4 2023 and held it in 4 quarters.
  • Lake Street Advisors Group's ProShares UltraPro QQQ position peaked at $301K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.