Root Financial Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Root Financial Partners’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	–	Sell	-1	Closed	-$42	–	2952
2026 Q1	$42	Hold	1	–	–	﹤0.01%	3395
2025 Q4	$53	Sell	1 -1	-50%	-$54	﹤0.01%	2379
2025 Q3	$52	Buy	+2	New	+$91	﹤0.01%	2266

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's TQQQ Position: Q2 2026 in Review

Root Financial Partners sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2026, closing a stake of 1 share — an estimated $42 sold.

Root Financial Partners first reported a position in TQQQ in Q3 2025 and held it in 3 quarters. The position peaked at $53 in Q4 2025. 362 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Root Financial Partners reported no remaining ProShares UltraPro QQQ position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 ProShares UltraPro QQQ share in Q2 2026, an estimated $42.
Root Financial Partners first reported a position in ProShares UltraPro QQQ in Q3 2025 and held it in 3 quarters.
Root Financial Partners's ProShares UltraPro QQQ position peaked at $53 in Q4 2025.
362 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.