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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
2025
Q2 		– Hold
0
– -$5.73K – 796
2025
Q1 		– Hold
0
– – – 514

Other funds holding TQQQ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
DC
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
FB
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.