StoneCrest Wealth Management
TQQQ icon

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

StoneCrest 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
Q3 		$647K Sell
8,288
-1,919
-19% -$138K 0.21% 59
2026
Q2 		$827K Sell
10,207
-2,365
-19% -$164K 0.26% 53
2026
Q1 		$524K Sell
12,572
-736
-6% -$36.8K 0.22% 57
2025
Q4 		$702K Sell
13,308
-946
-7% -$50.9K 0.28% 53
2025
Q3 		$737K Sell
14,254
-740
-5% -$33.8K 0.32% 51
2025
Q2 		$622K Sell
14,994
-1,262
-8% -$39.9K 0.3% 53
2025
Q1 		$466K Buy
16,256
+1,154
+8% +$43.8K 0.3% 54
2024
Q4 		$598K Sell
15,102
-366
-2% -$14.4K 0.39% 40
2024
Q3 		$561K Sell
15,468
-1,182
-7% -$40.5K 0.41% 45
2024
Q2 		$615K Sell
16,650
-472
-3% -$14.8K 0.47% 37
2024
Q1 		$527K Sell
17,122
-2,356
-12% -$67K 0.46% 37
2023
Q4 		$494K Buy
+19,478
New +$404K 0.47% 36

Other funds holding TQQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

StoneCrest Wealth Management's TQQQ Position: Q3 2026 in Review

StoneCrest Wealth Management reduced its ProShares UltraPro QQQ (TQQQ) stake by 19% in Q3 2026, selling an estimated $138K and leaving 8,288 shares worth $647K. The position accounts for 0.21% of the portfolio, ranked #59.

StoneCrest Wealth Management first reported a position in TQQQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $827K in Q2 2026. 247 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

  • StoneCrest Wealth Management held 8,288 shares of ProShares UltraPro QQQ worth $647K as of Q3 2026.
  • StoneCrest Wealth Management sold 1,919 ProShares UltraPro QQQ shares in Q3 2026, an estimated $138K.
  • ProShares UltraPro QQQ made up 0.21% of StoneCrest Wealth Management's portfolio in Q3 2026, its #59 holding.
  • StoneCrest Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2023 and has held it in 12 quarters since.
  • StoneCrest Wealth Management's ProShares UltraPro QQQ position peaked at $827K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.