Steward Partners Investment Advisory’s ProShares UltraPro QQQ TQQQ Stock Holding History

Steward Partners Investment Advisory’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	$2.17K	Sell	52 -5,840	-99%	-$292K	﹤0.01%	4034
2025 Q4	$311K	Buy	5,892 +3,506	+147%	+$188K	﹤0.01%	1690
2025 Q3	$123K	Hold	2,386	–	–	﹤0.01%	2107
2025 Q2	$99K	Buy	2,386 +1,850	+345%	+$58.5K	﹤0.01%	2118
2025 Q1	$15.4K	Sell	536 -24	-4%	-$911	﹤0.01%	2916
2024 Q4	$22.2K	Sell	560 -46	-8%	-$1.81K	﹤0.01%	2739
2024 Q3	$22K	Sell	606 -310	-34%	-$10.6K	﹤0.01%	2624
2024 Q2	$33.8K	Buy	916 +858	+1,479%	+$26.9K	﹤0.01%	2288
2024 Q1	$1.78K	Buy	58 +2	+4%	+$57	﹤0.01%	3313
2023 Q4	$1.42K	Sell	56 -2,194	-98%	-$45.5K	﹤0.01%	3260
2023 Q3	$40.1K	Buy	2,250 +2,226	+9,275%	+$45.1K	﹤0.01%	2011
2023 Q2	$492	Hold	24	–	–	﹤0.01%	3193
2023 Q1	$339	Hold	24	–	–	﹤0.01%	3199
2022 Q4	$208	Hold	24	–	–	﹤0.01%	3258
2022 Q3	$0	Sell	24 -1,302	-98%	-$19K	﹤0.01%	3382
2022 Q2	$16K	Buy	1,326 +1,302	+5,425%	+$23.1K	﹤0.01%	2328
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	3227
2021 Q4	$1K	Buy	+24	New	+$929	﹤0.01%	3130

Other funds holding TQQQ

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return