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Summit Trail Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Summit Trail Advisors’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
2025
Q1 		– Sell
-18,400
Closed -$728K – 463
2024
Q4 		$728K Buy
+18,400
New +$725K 0.03% 166

Other funds holding TQQQ

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Summit Trail Advisors's TQQQ Position: Q1 2025 in Review

Summit Trail Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2025, closing a stake of 18,400 shares — an estimated $728K sold.

Summit Trail Advisors first reported a position in TQQQ in Q4 2024 and held it in 1 quarter. The position peaked at $728K in Q4 2024. 269 funds tracked by Wall St. Rank hold TQQQ as of Q1 2025.

  • Summit Trail Advisors reported no remaining ProShares UltraPro QQQ position as of Q1 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 18,400 ProShares UltraPro QQQ shares in Q1 2025, an estimated $728K.
  • Summit Trail Advisors first reported a position in ProShares UltraPro QQQ in Q4 2024 and held it in 1 quarter.
  • Summit Trail Advisors's ProShares UltraPro QQQ position peaked at $728K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2025.

Based on Summit Trail Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.