SWM
TQQQ icon

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

Segment 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
Q1 		$689K Hold
16,522
– – 0.04% 194
2025
Q4 		$871K Sell
16,522
-3,470
-17% -$187K 0.05% 180
2025
Q3 		$1.03M Hold
19,992
– – 0.06% 165
2025
Q2 		$830K Buy
19,992
+5,120
+34% +$162K 0.05% 175
2025
Q1 		$426K Hold
14,872
– – 0.03% 206
2024
Q4 		$588K Buy
14,872
+38
+0.3% +$1.5K 0.04% 181
2024
Q3 		$538K Buy
14,834
+44
+0.3% +$1.51K 0.04% 180
2024
Q2 		$546K Hold
14,790
– – 0.04% 174
2024
Q1 		$455K Buy
14,790
+3,158
+27% +$89.8K 0.03% 186
2023
Q4 		$295K Sell
11,632
-4,438
-28% -$92K 0.03% 204
2023
Q3 		$286K Buy
16,070
+18
+0.1% +$365 0.03% 189
2023
Q2 		$329K Buy
16,052
+8
+0% +$128 0.03% 175
2023
Q1 		$227K Buy
+16,044
New +$183K 0.03% 194

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return