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 Q3	$79	Buy	+1	New	+$72	﹤0.01%	3673
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Root Financial Partners's TQQQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in ProShares UltraPro QQQ (TQQQ) in Q3 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #3673 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TQQQ as recently as Q1 2026.

Root Financial Partners first reported a position in TQQQ in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Root Financial Partners held 1 share of ProShares UltraPro QQQ worth $79 as of Q3 2026.
ProShares UltraPro QQQ was a new Root Financial Partners position in Q3 2026.
ProShares UltraPro QQQ made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3673 holding.
Root Financial Partners first reported a position in ProShares UltraPro QQQ in Q3 2025 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.