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

Primoris 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 		– Sell
-6,400
Closed -$337K – 120
2025
Q4 		$337K Sell
6,400
-5,000
-44% -$269K 0.2% 86
2025
Q3 		$589K Buy
+11,400
New +$520K 0.37% 57
2025
Q1 		– Sell
-27,000
Closed -$1.07M – 104
2024
Q4 		$1.07M Buy
+27,000
New +$1.06M 0.81% 34
2024
Q3 		– Sell
-18,860
Closed -$696K – 107
2024
Q2 		$696K Buy
+18,860
New +$590K 0.56% 49

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Primoris Wealth Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2026, closing a stake of 6,400 shares — an estimated $337K sold.

Primoris Wealth Advisors first reported a position in TQQQ in Q2 2024 and held it in 4 quarters. The position peaked at $1.07M in Q4 2024. 323 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining ProShares UltraPro QQQ position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 6,400 ProShares UltraPro QQQ shares in Q1 2026, an estimated $337K.
  • Primoris Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q2 2024 and held it in 4 quarters.
  • Primoris Wealth Advisors's ProShares UltraPro QQQ position peaked at $1.07M in Q4 2024.
  • 323 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.