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

Reilly 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
2021 Q4	$126K	Hold	3,040	–	–	0.01%	254
2021 Q3	$95K	Hold	3,040	–	–	0.01%	276
2021 Q2	$93K	Sell	3,040 -1,880	-38%	-$49.6K	0.01%	284
2021 Q1	$112K	Hold	4,920	–	–	0.01%	257
2020 Q4	$112K	Hold	4,920	–	–	0.01%	248
2020 Q3	$81K	Hold	4,920	–	–	0.01%	249
2020 Q2	$60K	Hold	4,920	–	–	0.01%	286
2020 Q1	$29K	Hold	4,920	–	–	﹤0.01%	380
2019 Q4	$53K	Hold	4,920	–	–	0.01%	328
2019 Q3	$38K	Hold	4,920	–	–	﹤0.01%	386
2019 Q2	$38K	Hold	4,920	–	–	﹤0.01%	403
2019 Q1	$35K	Hold	4,920	–	–	﹤0.01%	416
2018 Q4	$23K	Hold	4,920	–	–	﹤0.01%	459
2018 Q3	$44K	Hold	4,920	–	–	0.01%	388
2018 Q2	$35K	Hold	4,920	–	–	0.01%	376
2018 Q1	$30K	Hold	4,920	–	–	﹤0.01%	383
2017 Q4	$28K	Sell	4,920 -4,920	-50%	-$26.9K	﹤0.01%	428
2017 Q3	$47K	Sell	9,840 -2,160	-18%	-$9.87K	0.01%	323
2017 Q2	$49K	Hold	12,000	–	–	0.01%	311
2017 Q1	$44K	Hold	12,000	–	–	0.01%	314
2016 Q4	$32K	Hold	12,000	–	–	0.01%	354
2016 Q3	$32K	Hold	12,000	–	–	0.01%	326
2016 Q2	$24K	Hold	12,000	–	–	﹤0.01%	364
2016 Q1	$26K	Hold	12,000	–	–	﹤0.01%	522
2015 Q4	$29K	Sell	12,000 -2,400	-17%	-$5.71K	0.01%	497
2015 Q3	$26K	Hold	14,400	–	–	﹤0.01%	534
2015 Q2	$32K	Buy	+14,400	New	+$33.5K	0.01%	540

Other funds holding TQQQ

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HCM

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Reilly Financial Advisors's TQQQ Position: Q4 2021 in Review

Reilly Financial Advisors held its ProShares UltraPro QQQ (TQQQ) position steady in Q4 2021 at 3,040 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #254.

Reilly Financial Advisors first reported a position in TQQQ in Q2 2015 and has held it in 27 quarters since. 170 funds tracked by Wall St. Rank hold TQQQ as of Q4 2021.

Reilly Financial Advisors held 3,040 shares of ProShares UltraPro QQQ worth $126K as of Q4 2021.
Reilly Financial Advisors left its ProShares UltraPro QQQ share count unchanged in Q4 2021.
ProShares UltraPro QQQ made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #254 holding.
Reilly Financial Advisors first reported a position in ProShares UltraPro QQQ in Q2 2015 and has held it in 27 quarters since.
170 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.