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Aegis Wealth Management (Iowa)’s ProShares Ultra QQQ QLD Stock Holding History

Aegis Wealth Management (Iowa)’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 		$340K Buy
+3,515
New +$302K 0.22% 79
2026
Q1 		– Sell
-3,146
Closed -$222K – 117
2025
Q4 		$222K Buy
+3,146
New +$223K 0.17% 93

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

Aegis Wealth Management (Iowa)'s QLD Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in ProShares Ultra QQQ (QLD) in Q2 2026: 3,515 shares worth $340K. The stake represents 0.22% of the portfolio and ranks #79 among its holdings. This is a return to the name: Aegis Wealth Management (Iowa) previously reported a position in QLD as recently as Q4 2025.

Aegis Wealth Management (Iowa) first reported a position in QLD in Q4 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 3,515 shares of ProShares Ultra QQQ worth $340K as of Q2 2026.
  • ProShares Ultra QQQ was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • ProShares Ultra QQQ made up 0.22% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #79 holding.
  • Aegis Wealth Management (Iowa) first reported a position in ProShares Ultra QQQ in Q4 2025 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.