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Paragon Wealth Strategies’s ProShares UltraPro QQQ TQQQ Stock Holding History

Paragon Wealth Strategies’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
-15,642
Closed -$321K – 43
2023
Q2 		$321K Buy
+15,642
New +$251K 0.1% 30

Other funds holding TQQQ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
CF
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
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Wealth Strategies's TQQQ Position: Q3 2023 in Review

Paragon Wealth Strategies sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2023, closing a stake of 15,642 shares — an estimated $321K sold.

Paragon Wealth Strategies first reported a position in TQQQ in Q2 2023 and held it in 1 quarter. The position peaked at $321K in Q2 2023. 174 funds tracked by Wall St. Rank hold TQQQ as of Q3 2023.

  • Paragon Wealth Strategies reported no remaining ProShares UltraPro QQQ position as of Q3 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 15,642 ProShares UltraPro QQQ shares in Q3 2023, an estimated $321K.
  • Paragon Wealth Strategies first reported a position in ProShares UltraPro QQQ in Q2 2023 and held it in 1 quarter.
  • Paragon Wealth Strategies's ProShares UltraPro QQQ position peaked at $321K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2023.

Based on Paragon Wealth Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.