SVB 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
2025
Q3
Sell
2025
Q2
$208K Sell
2025
Q1
$573K Hold
2024
Q4
$791K Buy
2024
Q3
Sell
2024
Q2
$738K Hold
2024
Q1
$616K Hold
2023
Q4
$507K Hold
2023
Q3
$356K Hold
2023
Q2
$410K Hold
2023
Q1
$283K Hold
2022
Q4
$173K Hold
2022
Q3
$193K Hold
2022
Q2
$240K Hold
2022
Q1
$582K Hold
2021
Q4
$832K Hold
2021
Q3
$623K Hold
2021
Q2
$613K Hold
2021
Q1
$456K Hold
2020
Q4
$455K Buy