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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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.