Physician Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Physician Wealth 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
2026 Q1	$594K	Sell	14,248 -399	-3%	-$20K	0.08%	95
2025 Q4	$772K	Sell	14,647 -909	-6%	-$48.9K	0.11%	79
2025 Q3	$804K	Sell	15,556 -412	-3%	-$18.8K	0.11%	75
2025 Q2	$663K	Buy	15,968 +396	+3%	+$12.5K	0.1%	82
2025 Q1	$446K	Buy	15,572 +72	+0.5%	+$2.73K	0.08%	101
2024 Q4	$613K	Buy	15,500 +54	+0.3%	+$2.13K	0.1%	85
2024 Q3	$565K	Buy	15,446 +286	+2%	+$9.81K	0.1%	85
2024 Q2	$616K	Sell	15,160 -190	-1%	-$5.95K	0.11%	82
2024 Q1	$428K	Buy	15,350 +604	+4%	+$17.2K	0.09%	100
2023 Q4	$404K	Buy	14,746 +2,468	+20%	+$51.2K	0.09%	99
2023 Q3	$233K	Buy	+12,278	New	+$249K	0.06%	134

Other funds holding TQQQ

OHIF

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

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

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Physician Wealth Advisors's TQQQ Position: Q1 2026 in Review

Physician Wealth Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 2.7% in Q1 2026, selling an estimated $20K and leaving 14,248 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #95.

Physician Wealth Advisors first reported a position in TQQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $804K in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

Physician Wealth Advisors held 14,248 shares of ProShares UltraPro QQQ worth $594K as of Q1 2026.
Physician Wealth Advisors sold 399 ProShares UltraPro QQQ shares in Q1 2026, an estimated $20K.
ProShares UltraPro QQQ made up 0.08% of Physician Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Physician Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 11 quarters since.
Physician Wealth Advisors's ProShares UltraPro QQQ position peaked at $804K in Q3 2025.
322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.