VisionPoint Advisory Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

VisionPoint Advisory Group’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 Q3	$479K	Sell	6,134 -22	-0.4%	-$1.58K	0.08%	256
2026 Q2	$499K	Sell	6,156 -3,186	-34%	-$221K	0.08%	259
2026 Q1	$389K	Sell	9,342 -1,672	-15%	-$83.7K	0.07%	269
2025 Q4	$581K	Sell	11,014 -994	-8%	-$53.4K	0.11%	190
2025 Q3	$621K	Sell	12,008 -6,844	-36%	-$312K	0.12%	175
2025 Q2	$782K	Sell	18,852 -28,456	-60%	-$900K	0.17%	136
2025 Q1	$1.36M	Buy	47,308 +23,130	+96%	+$878K	0.46%	59
2024 Q4	$951K	Sell	24,178 -14,616	-38%	-$576K	0.33%	81
2024 Q3	$1.41M	Buy	38,794 +33,184	+592%	+$1.14M	0.47%	64
2024 Q2	$207K	Buy	5,610 +2,914	+108%	+$91.2K	0.07%	162
2024 Q1	$83K	Buy	+2,696	New	+$76.7K	0.03%	224
2023 Q4	–	Sell	-822	Closed	-$14.6K	–	880
2023 Q3	$14.6K	Buy	+822	New	+$16.7K	0.01%	413

Other funds holding TQQQ

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Turner Capital Investments Austin, Texas $118M AUM

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

VisionPoint Advisory Group's TQQQ Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its ProShares UltraPro QQQ (TQQQ) stake by 0.36% in Q3 2026, selling an estimated $1.58K and leaving 6,134 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #256.

VisionPoint Advisory Group first reported a position in TQQQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2024. 99 funds tracked by Wall St. Rank hold TQQQ as of Q3 2026.

VisionPoint Advisory Group held 6,134 shares of ProShares UltraPro QQQ worth $479K as of Q3 2026.
VisionPoint Advisory Group sold 22 ProShares UltraPro QQQ shares in Q3 2026, an estimated $1.58K.
ProShares UltraPro QQQ made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #256 holding.
VisionPoint Advisory Group first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's ProShares UltraPro QQQ position peaked at $1.41M in Q3 2024.
99 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.