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

Wealthspire Advisors (New York)’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	$1.03M	Sell	12,749 -4,645	-27%	-$322K	0.01%	552
2026 Q1	$725K	Sell	17,394 -3,409	-16%	-$171K	0.01%	476
2025 Q4	$1.1M	Buy	20,803 +11,049	+113%	+$594K	0.01%	410
2025 Q3	$504K	Sell	9,754 -1,770	-15%	-$80.7K	﹤0.01%	534
2025 Q2	$478K	Buy	+11,524	New	+$365K	﹤0.01%	550
2024 Q2	–	Sell	-20,218	Closed	-$622K	–	691
2024 Q1	$622K	Buy	20,218 +5,080	+34%	+$144K	0.01%	389
2023 Q4	$384K	Buy	15,138 +558	+4%	+$11.6K	0.01%	462
2023 Q3	$260K	Buy	+14,580	New	+$296K	﹤0.01%	509

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s TQQQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its ProShares UltraPro QQQ (TQQQ) stake by 27% in Q2 2026, selling an estimated $322K and leaving 12,749 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #552.

Wealthspire Advisors (New York) first reported a position in TQQQ in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 363 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

Wealthspire Advisors (New York) held 12,749 shares of ProShares UltraPro QQQ worth $1.03M as of Q2 2026.
Wealthspire Advisors (New York) sold 4,645 ProShares UltraPro QQQ shares in Q2 2026, an estimated $322K.
ProShares UltraPro QQQ made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #552 holding.
Wealthspire Advisors (New York) first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s ProShares UltraPro QQQ position peaked at $1.1M in Q4 2025.
363 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.