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Merit Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Merit Financial Group’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 		$689K Buy
8,506
+2,343
+38% +$163K ﹤0.01% 1303
2026
Q1 		$257K Sell
6,163
-1,180
-16% -$59K ﹤0.01% 1757
2025
Q4 		$387K Sell
7,343
-7,941
-52% -$427K ﹤0.01% 1433
2025
Q3 		$790K Buy
15,284
+316
+2% +$14.4K 0.01% 962
2025
Q2 		$621K Buy
14,968
+4,842
+48% +$153K 0.01% 1002
2025
Q1 		$290K Buy
10,126
+1,590
+19% +$60.3K ﹤0.01% 1134
2024
Q4 		$338K Buy
+8,536
New +$336K 0.01% 882
2024
Q3 		– Sell
-8,064
Closed -$298K – 956
2024
Q2 		$298K Sell
8,064
-32,000
-80% -$1M 0.01% 728
2024
Q1 		$1.14M Buy
40,064
+20,064
+100% +$570K 0.03% 368
2023
Q4 		$507K Sell
20,000
-1,524
-7% -$31.6K 0.02% 493
2023
Q3 		$383K Buy
21,524
+8,500
+65% +$172K 0.01% 521
2023
Q2 		$267K Buy
+13,024
New +$209K 0.01% 626
2022
Q3 		– Sell
-16,768
Closed -$244K – 640
2022
Q2 		$201K Sell
16,768
-58,852
-78% -$1.04M 0.01% 520
2022
Q1 		$2.2M Buy
+75,620
New +$2.17M 0.13% 98

Other funds holding TQQQ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Merit Financial Group's TQQQ Position: Q2 2026 in Review

Merit Financial Group increased its ProShares UltraPro QQQ (TQQQ) stake by 38% in Q2 2026, buying an estimated $163K and bringing the position to 8,506 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Merit Financial Group first reported a position in TQQQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2022. 54 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Merit Financial Group held 8,506 shares of ProShares UltraPro QQQ worth $689K as of Q2 2026.
  • Merit Financial Group bought 2,343 ProShares UltraPro QQQ shares in Q2 2026, an estimated $163K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1303 holding.
  • Merit Financial Group first reported a position in ProShares UltraPro QQQ in Q1 2022 and has held it in 14 quarters since.
  • Merit Financial Group's ProShares UltraPro QQQ position peaked at $2.2M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.