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Valeo Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Valeo 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
2021
Q2 		– Sell
-3,600
Closed -$82K – 1710
2021
Q1 		$82K Buy
+3,600
New +$84.8K ﹤0.01% 682

Other funds holding TQQQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valeo Financial Advisors's TQQQ Position: Q2 2022 in Review

Valeo Financial Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q2 2022, closing a stake of 16,476 shares — an estimated $479K sold.

Valeo Financial Advisors first reported a position in TQQQ in Q3 2018 and held it in 7 quarters. The position peaked at $479K in Q1 2022. 164 funds tracked by Wall St. Rank hold TQQQ as of Q2 2022.

  • Valeo Financial Advisors reported no remaining ProShares UltraPro QQQ position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 16,476 ProShares UltraPro QQQ shares in Q2 2022, an estimated $479K.
  • Valeo Financial Advisors first reported a position in ProShares UltraPro QQQ in Q3 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's ProShares UltraPro QQQ position peaked at $479K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.