Laurel Wealth Advisors (California)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$324K	Buy	+37,466	New	+$380K	0.03%	486
2022 Q3	–	Sell	-17,636	Closed	-$212K	–	675
2022 Q2	$212K	Sell	17,636 -5,772	-25%	-$102K	0.02%	620
2022 Q1	$681K	Sell	23,408 -20,268	-46%	-$583K	0.06%	336
2021 Q4	$1.82M	Buy	43,676 +9,824	+29%	+$380K	0.14%	144
2021 Q3	$1.05M	Buy	33,852 +10,880	+47%	+$372K	0.19%	126
2021 Q2	$704K	Buy	22,972 +1,152	+5%	+$30.4K	0.09%	222
2021 Q1	$498K	Sell	21,820 -5,396	-20%	-$127K	0.08%	256
2020 Q4	$618K	Buy	27,216 +6,856	+34%	+$129K	0.09%	212
2020 Q3	$333K	Buy	+20,360	New	+$321K	0.06%	283

Other funds holding TQQQ

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

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

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TQQQ Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in ProShares UltraPro QQQ (TQQQ) in Q4 2022: 37,466 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #486 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in TQQQ as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in TQQQ in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.82M in Q4 2021. 181 funds tracked by Wall St. Rank hold TQQQ as of Q4 2022.

Laurel Wealth Advisors (California) held 37,466 shares of ProShares UltraPro QQQ worth $324K as of Q4 2022.
ProShares UltraPro QQQ was a new Laurel Wealth Advisors (California) position in Q4 2022.
ProShares UltraPro QQQ made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #486 holding.
Laurel Wealth Advisors (California) first reported a position in ProShares UltraPro QQQ in Q3 2020 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s ProShares UltraPro QQQ position peaked at $1.82M in Q4 2021.
181 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.