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Naviter Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Naviter Wealth’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
2024
Q3 		– Sell
-6,184
Closed -$229K – 250
2024
Q2 		$229K Buy
+6,184
New +$194K 0.03% 211

Other funds holding TQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Naviter Wealth's TQQQ Position: Q3 2024 in Review

Naviter Wealth sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2024, closing a stake of 6,184 shares — an estimated $229K sold.

Naviter Wealth first reported a position in TQQQ in Q2 2024 and held it in 1 quarter. The position peaked at $229K in Q2 2024. 235 funds tracked by Wall St. Rank hold TQQQ as of Q3 2024.

  • Naviter Wealth reported no remaining ProShares UltraPro QQQ position as of Q3 2024 after selling out during the quarter.
  • Naviter Wealth sold 6,184 ProShares UltraPro QQQ shares in Q3 2024, an estimated $229K.
  • Naviter Wealth first reported a position in ProShares UltraPro QQQ in Q2 2024 and held it in 1 quarter.
  • Naviter Wealth's ProShares UltraPro QQQ position peaked at $229K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2024.

Based on Naviter Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.