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

SeaCrest 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
2026
Q2 		$250K Buy
+3,080
New +$214K 0.03% 463
2026
Q1 		– Sell
-4,112
Closed -$227K – 669
2025
Q4 		$227K Buy
4,112
+182
+5% +$9.79K 0.02% 547
2025
Q3 		$214K Buy
+3,930
New +$179K 0.02% 578
2025
Q1 		– Sell
-25,534
Closed -$1.01M – 695
2024
Q4 		$1.01M Buy
25,534
+52
+0.2% +$2.05K 0.11% 183
2024
Q3 		$924K Sell
25,482
-6,568
-20% -$225K 0.1% 199
2024
Q2 		$1.18M Sell
32,050
-36,138
-53% -$1.13M 0.13% 153
2024
Q1 		$2.1M Sell
68,188
-2,858
-4% -$81.3K 0.26% 68
2023
Q4 		$1.63M Buy
71,046
+4,292
+6% +$89K 0.2% 100
2023
Q3 		$1.19M Buy
66,754
+340
+0.5% +$6.89K 0.15% 135
2023
Q2 		$1.36M Buy
66,414
+3,314
+5% +$53.2K 0.17% 122
2023
Q1 		$892K Buy
63,100
+500
+0.8% +$5.7K 0.12% 186
2022
Q4 		$541K Sell
62,600
-4
-0% -$41 0.08% 297
2022
Q3 		$605K Buy
62,604
+9,964
+19% +$145K 0.09% 245
2022
Q2 		$632K Buy
+52,640
New +$934K 0.08% 260
2019
Q1 		– Sell
-26,480
Closed -$123K – 2230
2018
Q4 		$123K Buy
+26,480
New +$166K 0.03% 585

Other funds holding TQQQ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM

SeaCrest Wealth Management's TQQQ Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 3,080 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in TQQQ as recently as Q4 2025.

SeaCrest Wealth Management first reported a position in TQQQ in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.1M in Q1 2024. 64 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • SeaCrest Wealth Management held 3,080 shares of ProShares UltraPro QQQ worth $250K as of Q2 2026.
  • ProShares UltraPro QQQ was a new SeaCrest Wealth Management position in Q2 2026.
  • ProShares UltraPro QQQ made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #463 holding.
  • SeaCrest Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2018 and has held it in 15 quarters since.
  • SeaCrest Wealth Management's ProShares UltraPro QQQ position peaked at $2.1M in Q1 2024.
  • 64 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.