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Waverly Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Waverly 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
2026
Q2 		$666K Sell
8,223
-348
-4% -$24.2K ﹤0.01% 1043
2026
Q1 		$357K Buy
8,571
+765
+10% +$38.3K ﹤0.01% 1228
2025
Q4 		$412K Sell
7,806
-13,010
-63% -$699K ﹤0.01% 1084
2025
Q3 		$1.08M Buy
20,816
+1,060
+5% +$48.3K 0.01% 619
2025
Q2 		$820K Buy
19,756
+3,056
+18% +$96.7K 0.01% 665
2025
Q1 		$478K Buy
+16,700
New +$634K 0.01% 786

Other funds holding TQQQ

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's TQQQ Position: Q2 2026 in Review

Waverly Advisors reduced its ProShares UltraPro QQQ (TQQQ) stake by 4.1% in Q2 2026, selling an estimated $24.2K and leaving 8,223 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Waverly Advisors first reported a position in TQQQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Waverly Advisors held 8,223 shares of ProShares UltraPro QQQ worth $666K as of Q2 2026.
  • Waverly Advisors sold 348 ProShares UltraPro QQQ shares in Q2 2026, an estimated $24.2K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1043 holding.
  • Waverly Advisors first reported a position in ProShares UltraPro QQQ in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's ProShares UltraPro QQQ position peaked at $1.08M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.