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Simplicity Solutions’s ProShares UltraPro QQQ TQQQ Stock Holding History

Simplicity Solutions’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
2023
Q4 		$3.02M Buy
+119,000
New +$2.47M 0.08% 219
2023
Q2 		– Sell
-70,042
Closed -$990K – 1222
2023
Q1 		$990K Buy
+70,042
New +$798K 0.03% 490

Other funds holding TQQQ

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Simplicity Solutions's TQQQ Position: Q4 2023 in Review

Simplicity Solutions opened a new position in ProShares UltraPro QQQ (TQQQ) in Q4 2023: 119,000 shares worth $3.02M. The stake represents 0.08% of the portfolio and ranks #219 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in TQQQ as recently as Q1 2023.

Simplicity Solutions first reported a position in TQQQ in Q1 2023 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold TQQQ as of Q4 2023.

  • Simplicity Solutions held 119,000 shares of ProShares UltraPro QQQ worth $3.02M as of Q4 2023.
  • ProShares UltraPro QQQ was a new Simplicity Solutions position in Q4 2023.
  • ProShares UltraPro QQQ made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #219 holding.
  • Simplicity Solutions first reported a position in ProShares UltraPro QQQ in Q1 2023 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.