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

SHP 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 		$159K Buy
3,818
+150
+4% +$7.5K 0.01% 310
2025
Q4 		$193K Buy
+3,668
New +$197K 0.02% 260

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SHP Wealth Management's TQQQ Position: Q1 2026 in Review

SHP Wealth Management increased its ProShares UltraPro QQQ (TQQQ) stake by 4.1% in Q1 2026, buying an estimated $7.5K and bringing the position to 3,818 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #310.

SHP Wealth Management first reported a position in TQQQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $193K in Q4 2025. 323 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • SHP Wealth Management held 3,818 shares of ProShares UltraPro QQQ worth $159K as of Q1 2026.
  • SHP Wealth Management bought 150 ProShares UltraPro QQQ shares in Q1 2026, an estimated $7.5K.
  • ProShares UltraPro QQQ made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #310 holding.
  • SHP Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ProShares UltraPro QQQ position peaked at $193K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.