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Summit Financial’s ProShares UltraPro QQQ TQQQ Stock Holding History

Summit Financial’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 		– Sell
-4,197
Closed -$221K – 1462
2025
Q4 		$221K Sell
4,197
-295
-7% -$15.9K ﹤0.01% 1207
2025
Q3 		$232K Buy
+4,492
New +$205K ﹤0.01% 1156

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Summit Financial's TQQQ Position: Q1 2026 in Review

Summit Financial sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2026, closing a stake of 4,197 shares — an estimated $221K sold.

Summit Financial first reported a position in TQQQ in Q3 2025 and held it in 2 quarters. The position peaked at $232K in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Summit Financial reported no remaining ProShares UltraPro QQQ position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 4,197 ProShares UltraPro QQQ shares in Q1 2026, an estimated $221K.
  • Summit Financial first reported a position in ProShares UltraPro QQQ in Q3 2025 and held it in 2 quarters.
  • Summit Financial's ProShares UltraPro QQQ position peaked at $232K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.