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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
Q2 		$1.34M Buy
16,572
+50
+0.3% +$3.47K 0.07% 147
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Segment Wealth Management increased its ProShares UltraPro QQQ (TQQQ) stake by 0.3% in Q2 2026, buying an estimated $3.47K and bringing the position to 16,572 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #147.

Segment Wealth Management first reported a position in TQQQ in Q1 2023 and has held it in 14 quarters since. 358 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Segment Wealth Management held 16,572 shares of ProShares UltraPro QQQ worth $1.34M as of Q2 2026.
  • Segment Wealth Management bought 50 ProShares UltraPro QQQ shares in Q2 2026, an estimated $3.47K.
  • ProShares UltraPro QQQ made up 0.07% of Segment Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Segment Wealth Management first reported a position in ProShares UltraPro QQQ in Q1 2023 and has held it in 14 quarters since.
  • 358 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.