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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 $1.13B AUM 70.63% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $623M AUM 154.99% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 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. 270 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.
  • 270 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.