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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
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

StoneCrest Wealth Management's TQQQ Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its ProShares UltraPro QQQ (TQQQ) stake by 19% in Q2 2026, selling an estimated $164K and leaving 10,207 shares worth $827K. The position accounts for 0.26% of the portfolio, ranked #53.

StoneCrest Wealth Management first reported a position in TQQQ in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • StoneCrest Wealth Management held 10,207 shares of ProShares UltraPro QQQ worth $827K as of Q2 2026.
  • StoneCrest Wealth Management sold 2,365 ProShares UltraPro QQQ shares in Q2 2026, an estimated $164K.
  • ProShares UltraPro QQQ made up 0.26% of StoneCrest Wealth Management's portfolio in Q2 2026, its #53 holding.
  • StoneCrest Wealth Management first reported a position in ProShares UltraPro QQQ in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.