SageView Advisory Group’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
2024
Q1
Sell
-30,202
Closed -$270 795
2023
Q4
$270 Buy
+30,202
New +$626K ﹤0.01% 661

Other funds holding TQQQ

SageView Advisory Group's TQQQ Position: Q1 2024 in Review

SageView Advisory Group sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2024, closing a stake of 30,202 shares — an estimated $270 sold.

SageView Advisory Group first reported a position in TQQQ in Q4 2023 and held it in 1 quarter. The position peaked at $270 in Q4 2023. 239 funds tracked by Wall St. Rank hold TQQQ as of Q1 2024.

  • SageView Advisory Group reported no remaining ProShares UltraPro QQQ position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 30,202 ProShares UltraPro QQQ shares in Q1 2024, an estimated $270.
  • SageView Advisory Group first reported a position in ProShares UltraPro QQQ in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's ProShares UltraPro QQQ position peaked at $270 in Q4 2023.
  • 239 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.