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 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

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

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

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s TQQQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its ProShares UltraPro QQQ (TQQQ) stake by 16% in Q1 2026, selling an estimated $171K and leaving 17,394 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #476.

Wealthspire Advisors (New York) first reported a position in TQQQ in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 323 funds tracked by Wall St. Rank hold TQQQ as of Q1 2026.

Wealthspire Advisors (New York) held 17,394 shares of ProShares UltraPro QQQ worth $725K as of Q1 2026.
Wealthspire Advisors (New York) sold 3,409 ProShares UltraPro QQQ shares in Q1 2026, an estimated $171K.
ProShares UltraPro QQQ made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #476 holding.
Wealthspire Advisors (New York) first reported a position in ProShares UltraPro QQQ in Q3 2023 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s ProShares UltraPro QQQ position peaked at $1.1M in Q4 2025.
323 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.