Sheaff Brock Investment Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$1.52M	Buy	52,990 +24	+0%	+$911	0.14%	129
2024 Q4	$2.1M	Buy	52,966 +816	+2%	+$32.2K	0.18%	103
2024 Q3	$1.89M	Buy	52,150 +316	+0.6%	+$10.8K	0.17%	115
2024 Q2	$1.91M	Sell	51,834 -730	-1%	-$22.8K	0.18%	109
2024 Q1	$1.62M	Buy	52,564 +374	+0.7%	+$10.6K	0.1%	133
2023 Q4	$1.32M	Buy	+52,190	New	+$1.08M	0.1%	141
2023 Q1	–	Sell	-164,504	Closed	-$1.42M	–	548
2022 Q4	$1.42M	Buy	+164,504	New	+$1.67M	0.14%	121
2022 Q3	–	Sell	-68,372	Closed	-$820K	–	519
2022 Q2	$820K	Buy	68,372 +20,400	+43%	+$362K	0.07%	182
2022 Q1	$1.4M	Buy	47,972 +4,600	+11%	+$132K	0.1%	139
2021 Q4	$1.8M	Buy	+43,372	New	+$1.68M	0.12%	118
2021 Q3	–	Sell	-86,760	Closed	-$2.66M	–	569
2021 Q2	$2.66M	Buy	86,760 +540	+0.6%	+$14.2K	0.19%	80
2021 Q1	$1.97M	Buy	86,220 +20,500	+31%	+$483K	0.16%	91
2020 Q4	$1.49M	Hold	65,720	–	–	0.13%	103
2020 Q3	$1.07M	Hold	65,720	–	–	0.1%	127
2020 Q2	$802K	Hold	65,720	–	–	0.08%	155
2020 Q1	$391K	Buy	+65,720	New	+$688K	0.05%	220

Other funds holding TQQQ

OHIF

Oriental Harbor Investment Fund Hong Kong $1.65B AUM 184.75% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sheaff Brock Investment Advisors's TQQQ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its ProShares UltraPro QQQ (TQQQ) stake by 0.05% in Q1 2025, buying an estimated $911 and bringing the position to 52,990 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #129.

Sheaff Brock Investment Advisors first reported a position in TQQQ in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.66M in Q2 2021. 271 funds tracked by Wall St. Rank hold TQQQ as of Q1 2025.

Sheaff Brock Investment Advisors held 52,990 shares of ProShares UltraPro QQQ worth $1.52M as of Q1 2025.
Sheaff Brock Investment Advisors bought 24 ProShares UltraPro QQQ shares in Q1 2025, an estimated $911.
ProShares UltraPro QQQ made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #129 holding.
Sheaff Brock Investment Advisors first reported a position in ProShares UltraPro QQQ in Q1 2020 and has held it in 16 quarters since.
Sheaff Brock Investment Advisors's ProShares UltraPro QQQ position peaked at $2.66M in Q2 2021.
271 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.