TCI Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-100	Closed	-$1.41K	–	2065
2023 Q1	$1.41K	Hold	100	–	–	﹤0.01%	2048
2022 Q4	$865	Hold	100	–	–	﹤0.01%	2132
2022 Q3	$1K	Buy	100 +50	+100%	+$729	﹤0.01%	2166
2022 Q2	$1K	Buy	+50	New	+$887	﹤0.01%	2211
2020 Q3	–	Sell	-3,200	Closed	-$39K	–	1664
2020 Q2	$39K	Buy	3,200 +2,400	+300%	+$22.5K	0.02%	349
2020 Q1	$5K	Buy	+800	New	+$8.38K	﹤0.01%	735

Other funds holding TQQQ

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

TCI Wealth Advisors's TQQQ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2023, closing a stake of 100 shares — an estimated $1.41K sold.

TCI Wealth Advisors first reported a position in TQQQ in Q1 2020 and held it in 6 quarters. The position peaked at $39K in Q2 2020. 192 funds tracked by Wall St. Rank hold TQQQ as of Q2 2023.

TCI Wealth Advisors reported no remaining ProShares UltraPro QQQ position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 100 ProShares UltraPro QQQ shares in Q2 2023, an estimated $1.41K.
TCI Wealth Advisors first reported a position in ProShares UltraPro QQQ in Q1 2020 and held it in 6 quarters.
TCI Wealth Advisors's ProShares UltraPro QQQ position peaked at $39K in Q2 2020.
192 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.