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Plotkin Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Plotkin Financial 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
2024
Q1 		– Sell
-9,810
Closed -$249K – 95
2023
Q4 		$249K Buy
+9,810
New +$203K 0.19% 69
2022
Q2 		– Sell
-15,344
Closed -$446K – 82
2022
Q1 		$446K Sell
15,344
-75,068
-83% -$2.16M 0.31% 47
2021
Q4 		$3.76M Buy
90,412
+23,296
+35% +$902K 2.38% 16
2021
Q3 		$2.09M Sell
67,116
-38,820
-37% -$1.33M 1.24% 22
2021
Q2 		$3.24M Sell
105,936
-7,792
-7% -$206K 1.79% 20
2021
Q1 		$2.59M Buy
113,728
+41,112
+57% +$969K 1.59% 22
2020
Q4 		$1.65M Buy
72,616
+12,240
+20% +$231K 1.09% 25
2020
Q3 		$988K Sell
60,376
-68,328
-53% -$1.08M 1.09% 26
2020
Q2 		$1.57M Sell
128,704
-8,544
-6% -$80.2K 1.33% 19
2020
Q1 		$817K Buy
+137,248
New +$1.44M 0.99% 25

Other funds holding TQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return

Plotkin Financial Advisors's TQQQ Position: Q1 2024 in Review

Plotkin Financial Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2024, closing a stake of 9,810 shares — an estimated $249K sold.

Plotkin Financial Advisors first reported a position in TQQQ in Q1 2020 and held it in 10 quarters. The position peaked at $3.76M in Q4 2021. 239 funds tracked by Wall St. Rank hold TQQQ as of Q1 2024.

  • Plotkin Financial Advisors reported no remaining ProShares UltraPro QQQ position as of Q1 2024 after selling out during the quarter.
  • Plotkin Financial Advisors sold 9,810 ProShares UltraPro QQQ shares in Q1 2024, an estimated $249K.
  • Plotkin Financial Advisors first reported a position in ProShares UltraPro QQQ in Q1 2020 and held it in 10 quarters.
  • Plotkin Financial Advisors's ProShares UltraPro QQQ position peaked at $3.76M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2024.

Based on Plotkin Financial Advisors's 13F filing for Q1 2024, filed 15 Nov 2024.