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

Modern 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
2026
Q1 		– Sell
-151,034
Closed -$7.96M – 946
2025
Q4 		$7.96M Buy
151,034
+2
+0% +$108 0.15% 152
2025
Q3 		$7.81M Sell
151,032
-366
-0.2% -$16.7K 0.15% 143
2025
Q2 		$6.28M Buy
+151,398
New +$4.79M 0.15% 140

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Modern Wealth Management's TQQQ Position: Q1 2026 in Review

Modern Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2026, closing a stake of 151,034 shares — an estimated $7.96M sold.

Modern Wealth Management first reported a position in TQQQ in Q2 2025 and held it in 3 quarters. The position peaked at $7.96M in Q4 2025. 323 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Modern Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 151,034 ProShares UltraPro QQQ shares in Q1 2026, an estimated $7.96M.
  • Modern Wealth Management first reported a position in ProShares UltraPro QQQ in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's ProShares UltraPro QQQ position peaked at $7.96M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.