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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MSG

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

TFA

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 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. 54 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.
54 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.