LPL Financial
TQQQ icon

LPL Financial’s ProShares UltraPro QQQ TQQQ Stock Holding History

LPL Financial’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
Q1 		$11M Buy
263,544
+8,358
+3% +$418K ﹤0.01% 1916
2025
Q4 		$13.5M Sell
255,186
-32,988
-11% -$1.77M ﹤0.01% 1681
2025
Q3 		$14.9M Buy
288,174
+5,572
+2% +$254K ﹤0.01% 1568
2025
Q2 		$11.7M Buy
282,602
+136,036
+93% +$4.3M ﹤0.01% 1610
2025
Q1 		$4.2M Buy
146,566
+2,616
+2% +$99.3K ﹤0.01% 2298
2024
Q4 		$5.7M Buy
143,950
+19,368
+16% +$763K ﹤0.01% 1976
2024
Q3 		$4.52M Buy
124,582
+5,360
+4% +$184K ﹤0.01% 2084
2024
Q2 		$4.4M Buy
119,222
+107,566
+923% +$3.37M ﹤0.01% 1969
2024
Q1 		$359K Sell
11,656
-5,114
-30% -$145K ﹤0.01% 4063
2023
Q4 		$425K Buy
16,770
+934
+6% +$19.4K ﹤0.01% 3789
2023
Q3 		$282K Buy
15,836
+1,996
+14% +$40.5K ﹤0.01% 3972
2023
Q2 		$284K Buy
+13,840
New +$222K ﹤0.01% 3898
2023
Q1 		– Sell
-28,056
Closed -$243K – 4586
2022
Q4 		$243K Buy
+28,056
New +$285K ﹤0.01% 3832
2022
Q2 		– Sell
-10,292
Closed -$299K – 4532
2022
Q1 		$299K Buy
10,292
+560
+6% +$16.1K ﹤0.01% 3564
2021
Q4 		$405K Buy
9,732
+892
+10% +$34.5K ﹤0.01% 3456
2021
Q3 		$275K Buy
8,840
+1,732
+24% +$59.2K ﹤0.01% 3723
2021
Q2 		$218K Buy
+7,108
New +$188K ﹤0.01% 3847
2020
Q4 		– Sell
-16,688
Closed -$273K – 3866
2020
Q3 		$273K Buy
+16,688
New +$263K ﹤0.01% 2971

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial's TQQQ Position: Q1 2026 in Review

LPL Financial increased its ProShares UltraPro QQQ (TQQQ) stake by 3.3% in Q1 2026, buying an estimated $418K and bringing the position to 263,544 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

LPL Financial first reported a position in TQQQ in Q3 2020 and has held it in 18 quarters since. The position peaked at $14.9M in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • LPL Financial held 263,544 shares of ProShares UltraPro QQQ worth $11M as of Q1 2026.
  • LPL Financial bought 8,358 ProShares UltraPro QQQ shares in Q1 2026, an estimated $418K.
  • ProShares UltraPro QQQ made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1916 holding.
  • LPL Financial first reported a position in ProShares UltraPro QQQ in Q3 2020 and has held it in 18 quarters since.
  • LPL Financial's ProShares UltraPro QQQ position peaked at $14.9M in Q3 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.