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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Root Financial Partners's TQQQ Position: Q1 2026 in Review

Root Financial Partners held its ProShares UltraPro QQQ (TQQQ) position steady in Q1 2026 at 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Root Financial Partners first reported a position in TQQQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $53 in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Root Financial Partners held 1 share of ProShares UltraPro QQQ worth $42 as of Q1 2026.
  • Root Financial Partners left its ProShares UltraPro QQQ share count unchanged in Q1 2026.
  • ProShares UltraPro QQQ made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3395 holding.
  • Root Financial Partners first reported a position in ProShares UltraPro QQQ in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ProShares UltraPro QQQ position peaked at $53 in Q4 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.