Schwallier Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

Schwallier Wealth Management’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
2025 Q2	–	Sell	-8,000	Closed	-$229K	–	64
2025 Q1	$229K	Sell	8,000 -2,000	-20%	-$75.9K	0.17%	50
2024 Q4	$396K	Buy	+10,000	New	+$394K	0.3%	25

Other funds holding TQQQ

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Schwallier Wealth Management's TQQQ Position: Q2 2025 in Review

Schwallier Wealth Management sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2025, closing a stake of 8,000 shares — an estimated $229K sold.

Schwallier Wealth Management first reported a position in TQQQ in Q4 2024 and held it in 2 quarters. The position peaked at $396K in Q4 2024. 307 funds tracked by Wall St. Rank hold TQQQ as of Q2 2025.

Schwallier Wealth Management reported no remaining ProShares UltraPro QQQ position as of Q2 2025 after selling out during the quarter.
Schwallier Wealth Management sold 8,000 ProShares UltraPro QQQ shares in Q2 2025, an estimated $229K.
Schwallier Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2024 and held it in 2 quarters.
Schwallier Wealth Management's ProShares UltraPro QQQ position peaked at $396K in Q4 2024.
307 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.