Optimum Investment Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$18.6K	Hold	360	–	–	0.01%	445
2025 Q2	$14.9K	Hold	360	–	–	0.01%	473
2025 Q1	$10.3K	Hold	360	–	–	﹤0.01%	510
2024 Q4	$14.2K	Buy	360 +160	+80%	+$6.31K	0.01%	471
2024 Q3	$7.25K	Hold	200	–	–	﹤0.01%	553
2024 Q2	$7.38K	Buy	+200	New	+$6.26K	﹤0.01%	543
2023 Q2	–	Sell	-1,400	Closed	-$19.8K	–	759
2023 Q1	$19.8K	Buy	1,400 +400	+40%	+$4.56K	0.01%	478
2022 Q4	$8.65K	Buy	+1,000	New	+$10.1K	﹤0.01%	581
2019 Q1	–	Sell	-5,200	Closed	-$24K	–	1038
2018 Q4	$24K	Buy	+5,200	New	+$32.7K	0.01%	622
2018 Q2	–	Sell	-4,800	Closed	-$29K	–	1097
2018 Q1	$29K	Buy	+4,800	New	+$32.5K	0.01%	638

Other funds holding TQQQ

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optimum Investment Advisors's TQQQ Position: Q3 2025 in Review

Optimum Investment Advisors held its ProShares UltraPro QQQ (TQQQ) position steady in Q3 2025 at 360 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #445.

Optimum Investment Advisors first reported a position in TQQQ in Q1 2018 and has held it in 10 quarters since. The position peaked at $29K in Q1 2018. 320 funds tracked by Wall St. Rank hold TQQQ as of Q3 2025.

Optimum Investment Advisors held 360 shares of ProShares UltraPro QQQ worth $18.6K as of Q3 2025.
Optimum Investment Advisors left its ProShares UltraPro QQQ share count unchanged in Q3 2025.
ProShares UltraPro QQQ made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #445 holding.
Optimum Investment Advisors first reported a position in ProShares UltraPro QQQ in Q1 2018 and has held it in 10 quarters since.
Optimum Investment Advisors's ProShares UltraPro QQQ position peaked at $29K in Q1 2018.
320 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.