MPS Loria Financial Planners’s ProShares UltraPro QQQ TQQQ Stock Holding History

MPS Loria Financial Planners’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
2021 Q4	–	Sell	-8,440	Closed	-$262K	–	82
2021 Q3	$262K	Hold	8,440	–	–	0.12%	66
2021 Q2	$258K	Hold	8,440	–	–	0.12%	66
2021 Q1	$192K	Buy	8,440 +8,000	+1,818%	+$189K	0.09%	83
2020 Q4	$10K	Hold	440	–	–	﹤0.01%	300
2020 Q3	$7K	Sell	440 -8,000	-95%	-$126K	﹤0.01%	261
2020 Q2	$103K	Buy	+8,440	New	+$79.3K	0.06%	100
2017 Q3	–	Sell	-36,240	Closed	-$168K	–	305
2017 Q2	$168K	Buy	+36,240	New	+$149K	0.11%	80

Other funds holding TQQQ

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

MPS Loria Financial Planners's TQQQ Position: Q4 2021 in Review

MPS Loria Financial Planners sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2021, closing a stake of 8,440 shares — an estimated $262K sold.

MPS Loria Financial Planners first reported a position in TQQQ in Q2 2017 and held it in 7 quarters. The position peaked at $262K in Q3 2021. 170 funds tracked by Wall St. Rank hold TQQQ as of Q4 2021.

MPS Loria Financial Planners reported no remaining ProShares UltraPro QQQ position as of Q4 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 8,440 ProShares UltraPro QQQ shares in Q4 2021, an estimated $262K.
MPS Loria Financial Planners first reported a position in ProShares UltraPro QQQ in Q2 2017 and held it in 7 quarters.
MPS Loria Financial Planners's ProShares UltraPro QQQ position peaked at $262K in Q3 2021.
170 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2021.

Based on MPS Loria Financial Planners's 13F filing for Q4 2021, filed 7 Feb 2022.