Wealth Enhancement Advisory Services
TQQQ icon

Wealth Enhancement Advisory Services’s ProShares UltraPro QQQ TQQQ Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-400
Closed -$189 – 2567
2023
Q4 		$189 Buy
+400
New +$8.29K ﹤0.01% 2328

Other funds holding TQQQ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DT
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
SW
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
DC
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's TQQQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ProShares UltraPro QQQ (TQQQ) stake by 3.1% in Q2 2026, selling an estimated $288K and leaving 128,444 shares worth $9.89M. The position accounts for 0.02% of the portfolio, ranked #676.

Wealth Enhancement Advisory Services first reported a position in TQQQ in Q4 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 128,444 shares of ProShares UltraPro QQQ worth $9.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,149 ProShares UltraPro QQQ shares in Q2 2026, an estimated $288K.
  • ProShares UltraPro QQQ made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #676 holding.
  • Wealth Enhancement Advisory Services first reported a position in ProShares UltraPro QQQ in Q4 2023 and has held it in 11 quarters since.
  • 54 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.