WAM
TQQQ icon

Wealthspire Advisors (Maryland)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-1,440
Closed -$10K – 2506
2018
Q2 		$10K Hold
1,440
– – ﹤0.01% 1553
2018
Q1 		$9K Buy
+1,440
New +$9.74K ﹤0.01% 1619

Other funds holding TQQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TQQQ Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of ProShares UltraPro QQQ (TQQQ) in Q3 2018, closing a stake of 1,440 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in TQQQ in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 57 funds tracked by Wall St. Rank hold TQQQ as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining ProShares UltraPro QQQ position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,440 ProShares UltraPro QQQ shares in Q3 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in ProShares UltraPro QQQ in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s ProShares UltraPro QQQ position peaked at $10K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.