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Personal Capital Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-5,844
Closed -$243K – 552
2021
Q4 		$243K Buy
+5,844
New +$226K ﹤0.01% 485
2021
Q3 		– Sell
-7,660
Closed -$235K – 513
2021
Q2 		$235K Buy
+7,660
New +$202K ﹤0.01% 449

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Personal Capital Advisors's TQQQ Position: Q1 2022 in Review

Personal Capital Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2022, closing a stake of 5,844 shares — an estimated $243K sold.

Personal Capital Advisors first reported a position in TQQQ in Q2 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 163 funds tracked by Wall St. Rank hold TQQQ as of Q1 2022.

  • Personal Capital Advisors reported no remaining ProShares UltraPro QQQ position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 5,844 ProShares UltraPro QQQ shares in Q1 2022, an estimated $243K.
  • Personal Capital Advisors first reported a position in ProShares UltraPro QQQ in Q2 2021 and held it in 2 quarters.
  • Personal Capital Advisors's ProShares UltraPro QQQ position peaked at $243K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.