Toth Financial Advisory’s ProShares UltraPro QQQ TQQQ Stock Holding History

Toth Financial Advisory’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 Q2	$5.13M	Sell	63,298 -13,274	-17%	-$921K	0.5%	69
2026 Q1	$3.19M	Sell	76,572 -28,779	-27%	-$1.44M	0.35%	84
2025 Q4	$5.55M	Sell	105,351 -3,617	-3%	-$194K	0.6%	60
2025 Q3	$5.63M	Sell	108,968 -23,074	-17%	-$1.05M	0.61%	58
2025 Q2	$5.48M	Buy	132,042 +23,364	+21%	+$739K	0.64%	56
2025 Q1	$3.11M	Sell	108,678 -3,984	-4%	-$151K	0.37%	82
2024 Q4	$4.46M	Sell	112,662 -4,866	-4%	-$192K	0.52%	66
2024 Q3	$4.26M	Sell	117,528 -17,550	-13%	-$602K	0.5%	71
2024 Q2	$4.99M	Sell	135,078 -6,028	-4%	-$189K	0.63%	56
2024 Q1	$4.34M	Sell	141,106 -87,186	-38%	-$2.48M	0.54%	69
2023 Q4	$5.79M	Buy	228,292 +4,118	+2%	+$85.4K	0.78%	45
2023 Q3	$3.99M	Sell	224,174 -2,660	-1%	-$53.9K	0.61%	63
2023 Q2	$4.65M	Buy	226,834 +2,908	+1%	+$46.6K	0.67%	55
2023 Q1	$3.16M	Buy	223,926 +108,260	+94%	+$1.23M	0.49%	71
2022 Q4	$1M	Sell	115,666 -41,120	-26%	-$417K	0.16%	105
2022 Q3	$1.51M	Buy	156,786 +3,900	+3%	+$56.9K	0.27%	89
2022 Q2	$1.83M	Buy	152,886 +27,992	+22%	+$497K	0.32%	82
2022 Q1	$3.63M	Buy	124,894 +21,726	+21%	+$625K	0.54%	62
2021 Q4	$4.29M	Sell	103,168 -1,096	-1%	-$42.4K	0.58%	58
2021 Q3	$3.25M	Sell	104,264 -2,040	-2%	-$69.7K	0.49%	68
2021 Q2	$3.26M	Sell	106,304 -35,472	-25%	-$936K	0.5%	72
2021 Q1	$3.23M	Sell	141,776 -33,024	-19%	-$778K	0.52%	67
2020 Q4	$3.97M	Sell	174,800 -24,280	-12%	-$458K	0.68%	52
2020 Q3	$3.26M	Sell	199,080 -6,776	-3%	-$107K	0.63%	57
2020 Q2	$2.51M	Buy	205,856 +31,392	+18%	+$295K	0.54%	62
2020 Q1	$1.04M	Buy	174,464 +55,912	+47%	+$585K	0.3%	77
2019 Q4	$1.28M	Buy	118,552 +7,960	+7%	+$72.5K	0.26%	85
2019 Q3	$852K	Buy	110,592 +21,712	+24%	+$172K	0.19%	86
2019 Q2	$686K	Buy	88,880 +344	+0.4%	+$2.58K	0.15%	92
2019 Q1	$627K	Buy	88,536 +15,280	+21%	+$92.6K	0.15%	97
2018 Q4	$339K	Buy	73,256 +17,048	+30%	+$107K	0.09%	113
2018 Q3	$500K	Buy	56,208 +192	+0.3%	+$1.59K	0.11%	118
2018 Q2	$400K	Buy	56,016 +312	+0.6%	+$2.11K	0.09%	126
2018 Q1	$334K	Sell	55,704 -438,888	-89%	-$2.97M	0.08%	129
2017 Q4	$2.86M	Sell	494,592 -720	-0.1%	-$3.94K	0.68%	56
2017 Q3	$2.36M	Sell	495,312 -720	-0.1%	-$3.29K	0.6%	60
2017 Q2	$2.02M	Sell	496,032 -16,944	-3%	-$69.5K	0.53%	67
2017 Q1	$1.89M	Sell	512,976 -720	-0.1%	-$2.38K	0.5%	67
2016 Q4	$1.36M	Sell	513,696 -2,160	-0.4%	-$5.65K	0.39%	75
2016 Q3	$1.38M	Buy	515,856 +12,864	+3%	+$31.8K	0.41%	71
2016 Q2	$1.01M	Sell	502,992 -2,688	-0.5%	-$5.53K	0.31%	74
2016 Q1	$1.08M	Buy	+505,680	New	+$939K	0.35%	67
2015 Q1	–	Sell	-125,088	Closed	-$254K	–	121
2014 Q4	$254K	Buy	125,088 +8,256	+7%	+$15.8K	0.09%	108
2014 Q3	$211K	Buy	+116,832	New	+$202K	0.08%	107

Other funds holding TQQQ

IFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Toth Financial Advisory's TQQQ Position: Q2 2026 in Review

Toth Financial Advisory reduced its ProShares UltraPro QQQ (TQQQ) stake by 17% in Q2 2026, selling an estimated $921K and leaving 63,298 shares worth $5.13M. The position accounts for 0.5% of the portfolio, ranked #69.

Toth Financial Advisory first reported a position in TQQQ in Q3 2014 and has held it in 44 quarters since. The position peaked at $5.79M in Q4 2023. 54 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Toth Financial Advisory held 63,298 shares of ProShares UltraPro QQQ worth $5.13M as of Q2 2026.
Toth Financial Advisory sold 13,274 ProShares UltraPro QQQ shares in Q2 2026, an estimated $921K.
ProShares UltraPro QQQ made up 0.5% of Toth Financial Advisory's portfolio in Q2 2026, its #69 holding.
Toth Financial Advisory first reported a position in ProShares UltraPro QQQ in Q3 2014 and has held it in 44 quarters since.
Toth Financial Advisory's ProShares UltraPro QQQ position peaked at $5.79M in Q4 2023.
54 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.