WMG Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

WMG Financial Advisors’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	$386K	Buy	+4,762	New	+$331K	0.15%	68
2026 Q1	–	Sell	-4,426	Closed	-$233K	–	114
2025 Q4	$233K	Buy	4,426 +152	+4%	+$8.17K	0.1%	95
2025 Q3	$221K	Sell	4,274 -5,936	-58%	-$271K	0.07%	186
2025 Q2	$424K	Buy	10,210 +514	+5%	+$16.3K	0.16%	94
2025 Q1	$278K	Sell	9,696 -16	-0.2%	-$607	0.12%	122
2024 Q4	$384K	Buy	9,712 +1,544	+19%	+$60.9K	0.17%	89
2024 Q3	$296K	Sell	8,168 -358	-4%	-$12.3K	0.13%	113
2024 Q2	$315K	Sell	8,526 -340	-4%	-$10.6K	0.17%	87
2024 Q1	$273K	Buy	8,866 +118	+1%	+$3.35K	0.16%	101
2023 Q4	$222K	Buy	+8,748	New	+$181K	0.14%	106
2023 Q3	–	Sell	-11,428	Closed	-$234K	–	121
2023 Q2	$234K	Buy	+11,428	New	+$183K	0.17%	100

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WMG Financial Advisors's TQQQ Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in ProShares UltraPro QQQ (TQQQ) in Q2 2026: 4,762 shares worth $386K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in TQQQ as recently as Q4 2025.

WMG Financial Advisors first reported a position in TQQQ in Q2 2023 and has held it in 11 quarters since. The position peaked at $424K in Q2 2025. 150 funds tracked by Wall St. Rank hold TQQQ as of Q2 2026.

WMG Financial Advisors held 4,762 shares of ProShares UltraPro QQQ worth $386K as of Q2 2026.
ProShares UltraPro QQQ was a new WMG Financial Advisors position in Q2 2026.
ProShares UltraPro QQQ made up 0.15% of WMG Financial Advisors's portfolio in Q2 2026, its #68 holding.
WMG Financial Advisors first reported a position in ProShares UltraPro QQQ in Q2 2023 and has held it in 11 quarters since.
WMG Financial Advisors's ProShares UltraPro QQQ position peaked at $424K in Q2 2025.
150 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.