River Wealth Advisors
TQQQ icon

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

River 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
Q3 		$441K Hold
5,650
– – 0.05% 151
2026
Q2 		$458K Hold
5,650
– – 0.05% 163
2026
Q1 		$235K Hold
5,650
– – 0.03% 193
2025
Q4 		$298K Buy
+5,650
New +$304K 0.03% 182

Other funds holding TQQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

River Wealth Advisors's TQQQ Position: Q3 2026 in Review

River Wealth Advisors held its ProShares UltraPro QQQ (TQQQ) position steady in Q3 2026 at 5,650 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #151.

River Wealth Advisors first reported a position in TQQQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $458K in Q2 2026. 239 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • River Wealth Advisors held 5,650 shares of ProShares UltraPro QQQ worth $441K as of Q3 2026.
  • River Wealth Advisors left its ProShares UltraPro QQQ share count unchanged in Q3 2026.
  • ProShares UltraPro QQQ made up 0.05% of River Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • River Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q4 2025 and has held it in 4 quarters since.
  • River Wealth Advisors's ProShares UltraPro QQQ position peaked at $458K in Q2 2026.
  • 239 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.