SteelPeak Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

SteelPeak Wealth’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	$5.71M	Sell	70,549 -1,026	-1%	-$71.2K	0.15%	117
2026 Q1	$2.98M	Hold	71,575	–	–	0.09%	166
2025 Q4	$3.77M	Buy	71,575 +10,869	+18%	+$584K	0.12%	128
2025 Q3	$3.14M	Sell	60,706 -30	-0%	-$1.37K	0.11%	146
2025 Q2	$2.53M	Buy	+60,736	New	+$1.92M	0.1%	162
2024 Q2	–	Sell	-796	Closed	-$24.5K	–	604
2024 Q1	$24.5K	Buy	796 +78	+11%	+$2.22K	﹤0.01%	468
2023 Q4	$18.2K	Buy	718 +8	+1%	+$166	﹤0.01%	439
2023 Q3	$12.6K	Buy	+710	New	+$14.4K	﹤0.01%	435
2023 Q1	–	Sell	-353,934	Closed	-$3.06M	–	465
2022 Q4	$3.06M	Buy	353,934 +128,866	+57%	+$1.31M	0.23%	93
2022 Q3	$2.17M	Buy	+225,068	New	+$3.28M	0.16%	111
2022 Q2	–	Sell	-38,648	Closed	-$1.12M	–	477
2022 Q1	$1.12M	Buy	+38,648	New	+$1.11M	0.07%	174
2021 Q4	–	Sell	-8,180	Closed	-$255K	–	473
2021 Q3	$255K	Buy	8,180 +108	+1%	+$3.69K	0.02%	356
2021 Q2	$247K	Buy	+8,072	New	+$213K	0.02%	365
2020 Q2	–	Sell	-32,352	Closed	-$193K	–	314
2020 Q1	$193K	Buy	+32,352	New	+$339K	0.03%	213

Other funds holding TQQQ

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return