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Allworth Financial’s ProShares Ultra QQQ QLD Stock Holding History

Allworth Financial’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
Q1 		$992K Buy
16,267
+1
+0% +$68 ﹤0.01% 715
2025
Q4 		$1.15M Hold
16,266
– – ﹤0.01% 658
2025
Q3 		$1.12M Buy
16,266
+2
+0% +$126 ﹤0.01% 638
2025
Q2 		$957K Buy
16,264
+13,990
+615% +$680K ﹤0.01% 656
2025
Q1 		$97.4K Buy
2,274
+196
+9% +$10.4K ﹤0.01% 1246
2024
Q4 		$121K Buy
2,078
+2
+0.1% +$107 ﹤0.01% 1178
2024
Q3 		$105K Hold
2,076
– – ﹤0.01% 1069
2024
Q2 		$101K Buy
2,076
+1,424
+218% +$63.3K ﹤0.01% 1068
2024
Q1 		$28.5K Buy
652
+88
+16% +$3.63K ﹤0.01% 1567
2023
Q4 		$21.4K Sell
564
-256
-31% -$8.44K ﹤0.01% 1607
2023
Q3 		$24.3K Buy
820
+420
+105% +$13.5K ﹤0.01% 1408
2023
Q2 		$12.9K Buy
+400
New +$10.8K ﹤0.01% 1778

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return