Oracle Investment Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Oracle Investment 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
2023 Q3	–	Sell	-140,000	Closed	-$414K	–	31
2023 Q2	$414K	Sell	140,000 -140,000	-50%	-$2.25M	0.31%	27
2023 Q1	$687K	Sell	280,000 -120,000	-30%	-$1.37M	0.67%	16
2022 Q4	$3.46M	Buy	400,000 +300,000	+300%	+$3.04M	2.89%	10
2022 Q3	$966K	Sell	100,000 -200,000	-67%	-$2.92M	0.55%	14
2022 Q2	$3.6M	Buy	+300,000	New	+$5.32M	1.09%	11

Other funds holding TQQQ

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Oracle Investment Management's TQQQ Position: Q3 2023 in Review

Oracle Investment Management sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 140,000 shares — an estimated $414K sold.

Oracle Investment Management first reported a position in TQQQ in Q2 2022 and held it in 5 quarters. The position peaked at $3.6M in Q2 2022. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

Oracle Investment Management reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
Oracle Investment Management sold 140,000 ProShares UltraPro QQQ shares in Q3 2023, an estimated $414K.
Oracle Investment Management first reported a position in ProShares UltraPro QQQ in Q2 2022 and held it in 5 quarters.
Oracle Investment Management's ProShares UltraPro QQQ position peaked at $3.6M in Q2 2022.
174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Oracle Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.