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Retirement Planning Company of New England’s ProShares UltraPro QQQ TQQQ Stock Holding History

Retirement Planning Company of New England’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
Q2 		$3.61M Sell
44,551
-3,370
-7% -$234K 1.3% 14
2026
Q1 		$2M Sell
47,921
-5,702
-11% -$285K 0.81% 28
2025
Q4 		$2.83M Buy
53,623
+1,839
+4% +$98.9K 1.13% 17
2025
Q3 		$2.68M Sell
51,784
-3,128
-6% -$143K 1.08% 19
2025
Q2 		$2.28M Sell
54,912
-3,910
-7% -$124K 1.01% 20
2025
Q1 		$1.69M Sell
58,822
-2,472
-4% -$93.8K 0.84% 27
2024
Q4 		$2.43M Sell
61,294
-390
-0.6% -$15.4K 1.18% 19
2024
Q3 		$2.24M Buy
61,684
+1,244
+2% +$42.7K 1.11% 19
2024
Q2 		$2.23M Buy
60,440
+7,800
+15% +$244K 1.21% 19
2024
Q1 		$1.62M Sell
52,640
-1,086
-2% -$30.9K 0.89% 27
2023
Q4 		$1.36M Sell
53,726
-12,484
-19% -$259K 0.61% 42
2023
Q3 		$1.18M Sell
66,210
-1,418
-2% -$28.8K 0.66% 45
2023
Q2 		$1.39M Sell
67,628
-2,792
-4% -$44.8K 0.8% 30
2023
Q1 		$995K Sell
70,420
-842
-1% -$9.59K 0.6% 49
2022
Q4 		$616K Buy
71,262
+2,618
+4% +$26.6K 0.4% 83
2022
Q3 		$663K Buy
68,644
+2,762
+4% +$40.3K 0.48% 69
2022
Q2 		$790K Buy
65,882
+5,418
+9% +$96.1K 0.54% 61
2022
Q1 		$1.76M Buy
60,464
+3,424
+6% +$98.4K 0.99% 17
2021
Q4 		$2.37M Buy
+57,040
New +$2.21M 1.15% 13

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Retirement Planning Company of New England's TQQQ Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its ProShares UltraPro QQQ (TQQQ) stake by 7% in Q2 2026, selling an estimated $234K and leaving 44,551 shares worth $3.61M. The position accounts for 1.3% of the portfolio, ranked #14.

Retirement Planning Company of New England first reported a position in TQQQ in Q4 2021 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Retirement Planning Company of New England held 44,551 shares of ProShares UltraPro QQQ worth $3.61M as of Q2 2026.
  • Retirement Planning Company of New England sold 3,370 ProShares UltraPro QQQ shares in Q2 2026, an estimated $234K.
  • ProShares UltraPro QQQ made up 1.3% of Retirement Planning Company of New England's portfolio in Q2 2026, its #14 holding.
  • Retirement Planning Company of New England first reported a position in ProShares UltraPro QQQ in Q4 2021 and has held it in 19 quarters since.
  • 279 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.