Lauer Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Lauer Wealth’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 Q3	$523K	Sell	6,522 -1,941	-23%	-$140K	0.33%	45
2026 Q2	$635K	Sell	8,463 -106	-1%	-$7.36K	0.38%	38
2026 Q1	$411K	Sell	8,569 -7,571	-47%	-$379K	0.33%	34
2025 Q4	$875K	Buy	16,140 +2,674	+20%	+$144K	0.65%	22
2025 Q3	$695K	Sell	13,466 -1,912	-12%	-$87.2K	0.5%	29
2025 Q2	$702K	Sell	15,378 -6,352	-29%	-$201K	0.58%	21
2025 Q1	$596K	Buy	21,730 +12,396	+133%	+$470K	0.46%	26
2024 Q4	$369K	Hold	9,334	–	–	0.25%	28
2024 Q3	$335K	Buy	9,334 +562	+6%	+$19.3K	0.26%	29
2024 Q2	$348K	Hold	8,772	–	–	0.27%	28
2024 Q1	$271K	Sell	8,772 -50	-0.6%	-$1.42K	0.24%	39
2023 Q4	$242K	Buy	+8,822	New	+$183K	0.22%	42

Other funds holding TQQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Lauer Wealth's TQQQ Position: Q3 2026 in Review

Lauer Wealth reduced its ProShares UltraPro QQQ (TQQQ) stake by 23% in Q3 2026, selling an estimated $140K and leaving 6,522 shares worth $523K. The position accounts for 0.33% of the portfolio, ranked #45.

Lauer Wealth first reported a position in TQQQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $875K in Q4 2025. 108 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Lauer Wealth held 6,522 shares of ProShares UltraPro QQQ worth $523K as of Q3 2026.
Lauer Wealth sold 1,941 ProShares UltraPro QQQ shares in Q3 2026, an estimated $140K.
ProShares UltraPro QQQ made up 0.33% of Lauer Wealth's portfolio in Q3 2026, its #45 holding.
Lauer Wealth first reported a position in ProShares UltraPro QQQ in Q4 2023 and has held it in 12 quarters since.
Lauer Wealth's ProShares UltraPro QQQ position peaked at $875K in Q4 2025.
108 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.