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

Sherman 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 		$2.57M Buy
31,775
+67
+0.2% +$4.65K 1.94% 12
2026
Q1 		$1.32M Sell
31,708
-10,960
-26% -$548K 1.14% 24
2025
Q4 		$2.25M Buy
+42,668
New +$2.29M 1.95% 14

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

Sherman Wealth Management increased its ProShares UltraPro QQQ (TQQQ) stake by 0.21% in Q2 2026, buying an estimated $4.65K and bringing the position to 31,775 shares worth $2.57M. The position accounts for 1.94% of the portfolio, ranked #12.

Sherman Wealth Management first reported a position in TQQQ in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Sherman Wealth Management held 31,775 shares of ProShares UltraPro QQQ worth $2.57M as of Q2 2026.
  • Sherman Wealth Management bought 67 ProShares UltraPro QQQ shares in Q2 2026, an estimated $4.65K.
  • ProShares UltraPro QQQ made up 1.94% of Sherman Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Sherman Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

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