Westmount Partners’s ProShares UltraPro QQQ TQQQ Stock Holding History

Westmount Partners’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	$622K	Buy	7,675 +808	+12%	+$56.1K	0.14%	124
2026 Q1	$286K	Sell	6,867 -354	-5%	-$17.7K	0.07%	209
2025 Q4	$381K	Buy	7,221 +183	+3%	+$9.84K	0.09%	165
2025 Q3	$369K	Sell	7,038 -1,096	-13%	-$50K	0.1%	165
2025 Q2	$338K	Buy	+8,134	New	+$257K	0.09%	173

Other funds holding TQQQ

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SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return