Pinnacle Wealth Planning Services
TQQQ icon

Pinnacle Wealth Planning Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		– Sell
-164
Closed -$13.3K – 2931
2026
Q2 		$13.3K Hold
164
– – ﹤0.01% 1959
2026
Q1 		$6.84K Hold
164
– – ﹤0.01% 2153
2025
Q4 		$8.65K Buy
+164
New +$8.82K ﹤0.01% 2066

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McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's TQQQ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2026, closing a stake of 164 shares — an estimated $13.3K sold.

Pinnacle Wealth Planning Services first reported a position in TQQQ in Q4 2025 and held it in 3 quarters. The position peaked at $13.3K in Q2 2026. 207 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining ProShares UltraPro QQQ position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 164 ProShares UltraPro QQQ shares in Q3 2026, an estimated $13.3K.
  • Pinnacle Wealth Planning Services first reported a position in ProShares UltraPro QQQ in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's ProShares UltraPro QQQ position peaked at $13.3K in Q2 2026.
  • 207 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.