WR Wealth Planners’s ProShares UltraPro QQQ TQQQ Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.58K	Hold	40	–	–	﹤0.01%	884
2024 Q3	$1.45K	Hold	40	–	–	﹤0.01%	944
2024 Q2	$1.48K	Sell	40 -188	-82%	-$5.88K	﹤0.01%	924
2024 Q1	$7.02K	Buy	+228	New	+$6.48K	﹤0.01%	663
2023 Q4	–	Sell	-66	Closed	-$1.18K	–	799
2023 Q3	$1.18K	Sell	66 -1,012	-94%	-$20.5K	﹤0.01%	826
2023 Q2	$22.1K	Sell	1,078 -28	-3%	-$449	0.01%	420
2023 Q1	$15.6K	Sell	1,106 -80	-7%	-$912	0.01%	459
2022 Q4	$10.3K	Buy	1,186 +362	+44%	+$3.67K	0.01%	262
2022 Q3	$7.96K	Buy	824 +328	+66%	+$4.78K	0.01%	274
2022 Q2	$5.95K	Hold	496	–	–	﹤0.01%	329
2022 Q1	$14.4K	Buy	+496	New	+$14.3K	0.01%	264

Other funds holding TQQQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

HCM

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

OHIF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PIS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

WR Wealth Planners's TQQQ Position: Q4 2024 in Review

WR Wealth Planners held its ProShares UltraPro QQQ (TQQQ) position steady in Q4 2024 at 40 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

WR Wealth Planners first reported a position in TQQQ in Q1 2022 and has held it in 11 quarters since. The position peaked at $22.1K in Q2 2023. 276 funds tracked by Wall St. Rank hold TQQQ as of Q4 2024.

WR Wealth Planners held 40 shares of ProShares UltraPro QQQ worth $1.58K as of Q4 2024.
WR Wealth Planners left its ProShares UltraPro QQQ share count unchanged in Q4 2024.
ProShares UltraPro QQQ made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #884 holding.
WR Wealth Planners first reported a position in ProShares UltraPro QQQ in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's ProShares UltraPro QQQ position peaked at $22.1K in Q2 2023.
276 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.