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LJI Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

LJI Wealth Management’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
2023
Q1 		– Sell
-22,000
Closed -$190K – 169
2022
Q4 		$190K Buy
+22,000
New +$223K 0.07% 140

Other funds holding TQQQ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LJI Wealth Management's TQQQ Position: Q1 2023 in Review

LJI Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2023, closing a stake of 22,000 shares — an estimated $190K sold.

LJI Wealth Management first reported a position in TQQQ in Q4 2022 and held it in 1 quarter. The position peaked at $190K in Q4 2022. 188 funds tracked by Wall St. Rank hold TQQQ as of Q1 2023.

  • LJI Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q1 2023 after selling out during the quarter.
  • LJI Wealth Management sold 22,000 ProShares UltraPro QQQ shares in Q1 2023, an estimated $190K.
  • LJI Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2022 and held it in 1 quarter.
  • LJI Wealth Management's ProShares UltraPro QQQ position peaked at $190K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2023.

Based on LJI Wealth Management's 13F filing for Q1 2023, filed 2 Feb 2024.