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Marshall Financial Group (Maryland)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		$985K Buy
+12,161
New +$844K 0.14% 137
2025
Q3 		– Sell
-42,626
Closed -$1.77M – 265
2025
Q2 		$1.77M Buy
42,626
+27,680
+185% +$876K 0.35% 61
2025
Q1 		$428K Buy
+14,946
New +$567K 0.09% 170

Other funds holding TQQQ

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TQQQ Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 12,161 shares worth $985K. The stake represents 0.14% of the portfolio and ranks #137 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in TQQQ as recently as Q2 2025.

Marshall Financial Group (Maryland) first reported a position in TQQQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q2 2025. 103 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Marshall Financial Group (Maryland) held 12,161 shares of ProShares UltraPro QQQ worth $985K as of Q2 2026.
  • ProShares UltraPro QQQ was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • ProShares UltraPro QQQ made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #137 holding.
  • Marshall Financial Group (Maryland) first reported a position in ProShares UltraPro QQQ in Q1 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s ProShares UltraPro QQQ position peaked at $1.77M in Q2 2025.
  • 103 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.