Surience Private Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-13,239
Closed -$552K 53
2026
Q1
$552K Buy
+13,239
New +$662K 0.59% 33
2025
Q4
Sell
-17,430
Closed -$901K 46
2025
Q3
$901K Sell
17,430
-14,548
-45% -$664K 0.82% 22
2025
Q2
$1.33M Buy
+31,978
New +$1.01M 1.25% 20
2024
Q2
Sell
-15,056
Closed -$463K 43
2024
Q1
$463K Buy
+15,056
New +$428K 0.44% 24

Other funds holding TQQQ

Surience Private Wealth's TQQQ Position: Q2 2026 in Review

Surience Private Wealth sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2026, closing a stake of 13,239 shares — an estimated $552K sold.

Surience Private Wealth first reported a position in TQQQ in Q1 2024 and held it in 4 quarters. The position peaked at $1.33M in Q2 2025. 360 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Surience Private Wealth reported no remaining ProShares UltraPro QQQ position as of Q2 2026 after selling out during the quarter.
  • Surience Private Wealth sold 13,239 ProShares UltraPro QQQ shares in Q2 2026, an estimated $552K.
  • Surience Private Wealth first reported a position in ProShares UltraPro QQQ in Q1 2024 and held it in 4 quarters.
  • Surience Private Wealth's ProShares UltraPro QQQ position peaked at $1.33M in Q2 2025.
  • 360 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.