Prosperity Wealth Management, Inc. TQQQ holdings history
PROSHARES ULTRAPRO QQQ · CUSIP 74347X831 · CIK 1991463
As of 2025-12-31, Prosperity Wealth Management, Inc. reported 37.86K TQQQ (shares), valued at $2.00M, or 0.66% of its reported non-derivative portfolio. Filed 2026-03-27.
Verify history & sources →Shares increased 88.51%; reported value decreased 3.88%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 0.66% | 37,859 | SEC filing ↗Filed Mar 27, 2026 |
| Q3 2025 | 0.70% | 20,083 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.53% | 49,740 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.69% | 62,601 | SEC filing ↗Filed Apr 18, 2025 |
| Q4 2024 | 0.09% | 2,743 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 0.18% | 6,281 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.44% | 12,209 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.37% | 218,311 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 19.21% | 578,861 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 21.55% | 934,131 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 21.55% | 934,131 | $33.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 19.21% | 578,861 | $29.35M | Shares decreased 38.03%; reported value decreased 11.80%, and weight changed -2.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 6.37% | 218,311 | $13.44M | Shares decreased 62.29%; reported value decreased 54.21%, and weight changed -12.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.44% | 12,209 | $901.27K | Shares decreased 94.41%; reported value decreased 93.29%, and weight changed -5.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.18% | 6,281 | $455.31K | Shares decreased 48.55%; reported value decreased 49.48%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.09% | 2,743 | $217.05K | Shares decreased 56.33%; reported value decreased 52.33%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 1.69% | 62,601 | $3.59M | Shares increased 2182.21%; reported value increased 1552.60%, and weight changed +1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 1.53% | 49,740 | $4.13M | Shares decreased 20.54%; reported value increased 15.09%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 0.70% | 20,083 | $2.08M | Shares decreased 59.62%; reported value decreased 49.70%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.66% | 37,859 | $2.00M | Shares increased 88.51%; reported value decreased 3.88%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 27, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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