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United Capital Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

United Capital Financial 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
2022
Q3 		– Sell
-32,550
Closed -$391K – 1151
2022
Q2 		$391K Buy
32,550
+1,612
+5% +$28.6K ﹤0.01% 861
2022
Q1 		$900K Buy
30,938
+15,754
+104% +$453K ﹤0.01% 685
2021
Q4 		$631K Buy
+15,184
New +$588K ﹤0.01% 799
2021
Q3 		– Sell
-11,008
Closed -$337K – 1243
2021
Q2 		$337K Sell
11,008
-5,760
-34% -$152K ﹤0.01% 990
2021
Q1 		$383K Buy
+16,768
New +$395K ﹤0.01% 924

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

United Capital Financial Advisors's TQQQ Position: Q3 2022 in Review

United Capital Financial Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2022, closing a stake of 32,550 shares — an estimated $391K sold.

United Capital Financial Advisors first reported a position in TQQQ in Q1 2021 and held it in 5 quarters. The position peaked at $900K in Q1 2022. 148 funds tracked by Wall St. Rank hold TQQQ as of Q3 2022.

  • United Capital Financial Advisors reported no remaining ProShares UltraPro QQQ position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 32,550 ProShares UltraPro QQQ shares in Q3 2022, an estimated $391K.
  • United Capital Financial Advisors first reported a position in ProShares UltraPro QQQ in Q1 2021 and held it in 5 quarters.
  • United Capital Financial Advisors's ProShares UltraPro QQQ position peaked at $900K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.