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

Surience Private Wealth’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 Q3	$912K	Buy	+11,685	New	+$841K	0.88%	27
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Surience Private Wealth's TQQQ Position: Q3 2026 in Review

Surience Private Wealth opened a new position in ProShares UltraPro QQQ (TQQQ) in Q3 2026: 11,685 shares worth $912K. The stake represents 0.88% of the portfolio and ranks #27 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in TQQQ as recently as Q1 2026.

Surience Private Wealth first reported a position in TQQQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.33M in Q2 2025. 108 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

Surience Private Wealth held 11,685 shares of ProShares UltraPro QQQ worth $912K as of Q3 2026.
ProShares UltraPro QQQ was a new Surience Private Wealth position in Q3 2026.
ProShares UltraPro QQQ made up 0.88% of Surience Private Wealth's portfolio in Q3 2026, its #27 holding.
Surience Private Wealth first reported a position in ProShares UltraPro QQQ in Q1 2024 and has held it in 5 quarters since.
Surience Private Wealth's ProShares UltraPro QQQ position peaked at $1.33M in Q2 2025.
108 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.