Raymond James Financial Services Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Raymond James Financial Services 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 Q3	$308K	Sell	8,498 -1,164	-12%	-$39.9K	﹤0.01%	2937
2024 Q2	$357K	Sell	9,662 -180	-2%	-$5.63K	﹤0.01%	2769
2024 Q1	$303K	Sell	9,842 -390	-4%	-$11.1K	﹤0.01%	2843
2023 Q4	$259K	Buy	+10,232	New	+$212K	﹤0.01%	2833
2023 Q3	–	Sell	-10,434	Closed	-$214K	–	3349
2023 Q2	$214K	Sell	10,434 -6,536	-39%	-$105K	﹤0.01%	2893
2023 Q1	$240K	Buy	+16,970	New	+$193K	﹤0.01%	2783
2022 Q2	–	Sell	-9,810	Closed	-$285K	–	3423
2022 Q1	$285K	Buy	+9,810	New	+$282K	﹤0.01%	2743
2021 Q1	–	Sell	-9,640	Closed	-$219K	–	3265
2020 Q4	$219K	Buy	+9,640	New	+$182K	﹤0.01%	2658

Other funds holding TQQQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

OHIF

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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors's TQQQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 12% in Q3 2024, selling an estimated $39.9K and leaving 8,498 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Raymond James Financial Services Advisors first reported a position in TQQQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $357K in Q2 2024. 235 funds tracked by Wall St. Rank hold TQQQ as of Q3 2024.

Raymond James Financial Services Advisors held 8,498 shares of ProShares UltraPro QQQ worth $308K as of Q3 2024.
Raymond James Financial Services Advisors sold 1,164 ProShares UltraPro QQQ shares in Q3 2024, an estimated $39.9K.
ProShares UltraPro QQQ made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2937 holding.
Raymond James Financial Services Advisors first reported a position in ProShares UltraPro QQQ in Q4 2020 and has held it in 8 quarters since.
Raymond James Financial Services Advisors's ProShares UltraPro QQQ position peaked at $357K in Q2 2024.
235 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.