Accurate Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Accurate Wealth Management’s Portfolio QLD Stock Details QLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Hold	4,360	–	–	0.04%	390
2026 Q1	$297K	Hold	4,360	–	–	0.04%	426
2025 Q4	$319K	Hold	4,360	–	–	0.04%	391
2025 Q3	$296K	Hold	4,360	–	–	0.04%	398
2025 Q2	$260K	Buy	+4,360	New	+$212K	0.04%	381

Other funds holding QLD

HCM

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

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

TFA

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

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Accurate Wealth Management's QLD Position: Q2 2026 in Review

Accurate Wealth Management held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 4,360 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #390.

Accurate Wealth Management first reported a position in QLD in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Accurate Wealth Management held 4,360 shares of ProShares Ultra QQQ worth $409K as of Q2 2026.
Accurate Wealth Management left its ProShares Ultra QQQ share count unchanged in Q2 2026.
ProShares Ultra QQQ made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #390 holding.
Accurate Wealth Management first reported a position in ProShares Ultra QQQ in Q2 2025 and has held it in 5 quarters since.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.