Safeguard Investment Advisory Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Safeguard Investment Advisory Group’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 Q1	$318K	Sell	7,624 -961	-11%	-$48.1K	0.09%	94
2025 Q4	$453K	Buy	8,585 +301	+4%	+$16.2K	0.12%	75
2025 Q3	$428K	Buy	8,284 +4	+0%	+$182	0.11%	86
2025 Q2	$344K	Buy	8,280 +6	+0.1%	+$190	0.09%	99
2025 Q1	$237K	Hold	8,274	–	–	0.06%	118
2024 Q4	$327K	Buy	8,274 +6	+0.1%	+$236	0.09%	79
2024 Q3	$300K	Buy	8,268 +4	+0%	+$137	0.09%	83
2024 Q2	$305K	Hold	8,264	–	–	0.09%	72
2024 Q1	$254K	Buy	+8,264	New	+$235K	0.09%	81
2021 Q1	–	Sell	-232	Closed	-$5K	–	654
2020 Q4	$5K	Buy	+232	New	+$4.38K	﹤0.01%	540

Other funds holding TQQQ

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Safeguard Investment Advisory Group's TQQQ Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its ProShares UltraPro QQQ (TQQQ) stake by 11% in Q1 2026, selling an estimated $48.1K and leaving 7,624 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #94.

Safeguard Investment Advisory Group first reported a position in TQQQ in Q4 2020 and has held it in 10 quarters since. The position peaked at $453K in Q4 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

Safeguard Investment Advisory Group held 7,624 shares of ProShares UltraPro QQQ worth $318K as of Q1 2026.
Safeguard Investment Advisory Group sold 961 ProShares UltraPro QQQ shares in Q1 2026, an estimated $48.1K.
ProShares UltraPro QQQ made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #94 holding.
Safeguard Investment Advisory Group first reported a position in ProShares UltraPro QQQ in Q4 2020 and has held it in 10 quarters since.
Safeguard Investment Advisory Group's ProShares UltraPro QQQ position peaked at $453K in Q4 2025.
322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.