TFC Financial Management’s ProShares UltraPro QQQ TQQQ Stock Holding History

TFC Financial Management’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 Q4	–	Sell	-500	Closed	-$25.9K	–	1051
2025 Q3	$25.9K	Hold	500	–	–	﹤0.01%	332
2025 Q2	$20.8K	Hold	500	–	–	﹤0.01%	334
2025 Q1	$14.3K	Hold	500	–	–	﹤0.01%	341
2024 Q4	$19.8K	Hold	500	–	–	﹤0.01%	315
2024 Q3	$18.1K	Hold	500	–	–	﹤0.01%	332
2024 Q2	$18.5K	Hold	500	–	–	﹤0.01%	302
2024 Q1	$15.4K	Hold	500	–	–	﹤0.01%	313
2023 Q4	$12.7K	Hold	500	–	–	﹤0.01%	317
2023 Q3	$8.9K	Hold	500	–	–	﹤0.01%	352
2023 Q2	$10.3K	Buy	+500	New	+$8.02K	﹤0.01%	333

Other funds holding TQQQ

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TFC Financial Management's TQQQ Position: Q4 2025 in Review

TFC Financial Management sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2025, closing a stake of 500 shares — an estimated $25.9K sold.

TFC Financial Management first reported a position in TQQQ in Q2 2023 and held it in 10 quarters. The position peaked at $25.9K in Q3 2025. 334 funds tracked by Wall St. Rank hold TQQQ as of Q4 2025.

TFC Financial Management reported no remaining ProShares UltraPro QQQ position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 500 ProShares UltraPro QQQ shares in Q4 2025, an estimated $25.9K.
TFC Financial Management first reported a position in ProShares UltraPro QQQ in Q2 2023 and held it in 10 quarters.
TFC Financial Management's ProShares UltraPro QQQ position peaked at $25.9K in Q3 2025.
334 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.