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 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

VisionPoint Advisory Group's TQQQ Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its ProShares UltraPro QQQ (TQQQ) stake by 34% in Q2 2026, selling an estimated $221K and leaving 6,156 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #259.

VisionPoint Advisory Group first reported a position in TQQQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2024. 54 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

VisionPoint Advisory Group held 6,156 shares of ProShares UltraPro QQQ worth $499K as of Q2 2026.
VisionPoint Advisory Group sold 3,186 ProShares UltraPro QQQ shares in Q2 2026, an estimated $221K.
ProShares UltraPro QQQ made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #259 holding.
VisionPoint Advisory Group first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's ProShares UltraPro QQQ position peaked at $1.41M in Q3 2024.
54 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.