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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
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

OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Waverly Advisors's TQQQ Position: Q1 2026 in Review

Waverly Advisors increased its ProShares UltraPro QQQ (TQQQ) stake by 9.8% in Q1 2026, buying an estimated $38.3K and bringing the position to 8,571 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Waverly Advisors first reported a position in TQQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 322 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

  • Waverly Advisors held 8,571 shares of ProShares UltraPro QQQ worth $357K as of Q1 2026.
  • Waverly Advisors bought 765 ProShares UltraPro QQQ shares in Q1 2026, an estimated $38.3K.
  • ProShares UltraPro QQQ made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1228 holding.
  • Waverly Advisors first reported a position in ProShares UltraPro QQQ in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's ProShares UltraPro QQQ position peaked at $1.08M in Q3 2025.
  • 322 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.