Transform Wealth’s ProShares UltraPro QQQ TQQQ Stock Holding History

Transform Wealth’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
2024 Q4	–	Sell	-8,590	Closed	-$312K	–	275
2024 Q3	$312K	Buy	8,590 +754	+10%	+$25.9K	0.02%	181
2024 Q2	$289K	Sell	7,836 -82	-1%	-$2.57K	0.02%	181
2024 Q1	$244K	Buy	+7,918	New	+$225K	0.02%	198

Other funds holding TQQQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PIS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Transform Wealth's TQQQ Position: Q4 2024 in Review

Transform Wealth sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2024, closing a stake of 8,590 shares — an estimated $312K sold.

Transform Wealth first reported a position in TQQQ in Q1 2024 and held it in 3 quarters. The position peaked at $312K in Q3 2024. 276 funds tracked by Wall St. Rank hold TQQQ as of Q4 2024.

Transform Wealth reported no remaining ProShares UltraPro QQQ position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 8,590 ProShares UltraPro QQQ shares in Q4 2024, an estimated $312K.
Transform Wealth first reported a position in ProShares UltraPro QQQ in Q1 2024 and held it in 3 quarters.
Transform Wealth's ProShares UltraPro QQQ position peaked at $312K in Q3 2024.
276 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.