Tqqq in Focus: MFG Wealth Management Nearly Doubles Stake as Institutions Keep Moving
tqqq is back in the spotlight after MFG Wealth Management Inc. disclosed a sharp increase in its position in ProShares UltraPro QQQ. The move was detailed in a Securities and Exchange Commission filing covering the fourth quarter of 2025, reflecting a 98. 3% jump in the firm’s stake. The disclosures land as other institutional investors also show notable activity in the same fund, underscoring how closely watched this leveraged Nasdaq-100 vehicle has become.
Tqqq stake jumps 98. 3% at MFG Wealth Management
MFG Wealth Management Inc. said it increased its position in ProShares UltraPro QQQ (NASDAQ: TQQQ) by 98. 3% in the fourth quarter of 2025, based on its most recent disclosure filed with the Securities and Exchange Commission. The firm reported owning 67, 453 shares after purchasing an additional 33, 442 shares during the quarter.
The filing placed the value of MFG Wealth Management’s holdings at about $3. 56 million at the end of the most recent quarter. The position represents 2. 8% of the firm’s investment portfolio and ranks as its sixth-largest holding. MFG Wealth Management is described as overseeing more than $3. 5 billion in client assets.
ProShares UltraPro QQQ is described in the disclosures as a leveraged exchange-traded fund seeking daily investment results, before fees and expenses, that correspond to triple (300%) the daily performance of the Nasdaq-100 Index. Its structure includes exposure to equity securities and derivatives, such as futures contracts and swap agreements, along with money market instruments, with ProShare Advisors LLC providing investment advisory and management services.
More institutions adjust positions in ProShares UltraPro QQQ
Separate institutional filings show additional activity beyond MFG Wealth Management. Ausdal Financial Partners Inc. disclosed it grew its holdings in ProShares UltraPro QQQ by 778. 5% in the third quarter, also through a filing with the Securities and Exchange Commission. The firm reported owning 51, 698 shares after acquiring an additional 45, 813 shares during the period, with holdings valued at $5, 346, 000 as of its most recent SEC filing.
Other firms disclosed changes as well. Advyzon Investment Management LLC reported growing its holdings by 145. 6% during the third quarter to 45, 678 shares valued at $4, 723, 000 after purchasing an additional 27, 081 shares. Orion Porfolio Solutions LLC disclosed increasing its position by 148. 2% in the third quarter to 84, 408 shares worth $8, 728, 000 after buying an additional 50, 404 shares.
Several firms disclosed new or expanded stakes across earlier quarters, including Manchester Capital Management LLC establishing a new position in the second quarter valued at about $498, 000, Envestnet Asset Management Inc. raising its stake by 20. 4% in the second quarter to 7, 436 shares worth $617, 000 after buying an additional 1, 261 shares, and Empowered Funds LLC lifting its position by 415. 3% during the second quarter to 44, 838 shares valued at $3, 722, 000 after buying an additional 36, 136 shares.
Additional new positions were disclosed by WFA of San Diego LLC ($25, 000 in the second quarter), N. E. W. Advisory Services LLC (about $30, 000 in the second quarter), BOKF NA (about $31, 000 in the third quarter), Edmond DE Rothschild Holding S. A. (about $42, 000 in the second quarter), and Halbert Hargrove Global Advisors LLC (about $44, 000 in the third quarter).
Price and dividend details highlighted in filings
Trading data included alongside the institutional activity noted that ProShares UltraPro QQQ opened at $45. 93 on a Friday in one snapshot, and $43. 00 on a Friday in another snapshot. The fund was described as trading down 1. 9% in one instance and down 5. 9% in another. The filings also listed a 50-day moving average around $51. 59 or $50. 73 and a 200-day moving average around $52. 03 or $52. 01, depending on the referenced snapshot.
The disclosures also noted a dividend increase: ProShares UltraPro QQQ declared a quarterly dividend paid on Wednesday, December 31, with stockholders of record on Wednesday, December 24 receiving $0. 0855 per share. The previous quarterly dividend was listed as $0. 05, with the new payout described as a boost. The ex-dividend date was Wednesday, December 24, and the annualized figure was described as $0. 34, with yield figures cited around 0. 7% to 0. 8%.
What’s next for tqqq holders watching institutional moves
For traders and investors tracking tqqq, the next key checkpoints will be upcoming Securities and Exchange Commission disclosures that show whether these positions are maintained, trimmed, or expanded further. With multiple institutions documenting sizeable changes across different quarters, attention is likely to remain on how positioning evolves alongside the fund’s trading levels and dividend actions.
Time note: The provided filings and trading snapshots do not include a publication timestamp in Eastern Time (ET); all quarter references above are taken directly from the disclosures cited in the context.
