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AmeriServ Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History

AmeriServ Wealth Advisors’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 		– Sell
-14,075
Closed -$991K – 61
2025
Q4 		$991K Sell
14,075
-1,041
-7% -$73.8K 0.58% 22
2025
Q3 		$1.04M Sell
15,116
-38
-0.3% -$2.39K 0.52% 21
2025
Q2 		$892K Sell
15,154
-8,064
-35% -$392K 0.44% 28
2025
Q1 		$1.03M Sell
23,218
-896
-4% -$47.4K 0.6% 24
2024
Q4 		$1.31M Buy
+24,114
New +$1.29M 0.7% 21
2023
Q3 		$495K Buy
16,684
+7,842
+89% +$252K 0.91% 23
2023
Q2 		$285K Buy
+8,842
New +$239K 0.54% 32
2022
Q2 		– Sell
-308,728
Closed -$11.1M – 67
2022
Q1 		$11.1M Sell
308,728
-20,930
-6% -$736K 8.11% 3
2021
Q4 		$14.7M Buy
329,658
+3,534
+1% +$149K 10.07% 3
2021
Q3 		$11.9M Buy
326,124
+242,812
+291% +$9.39M 9.14% 3
2021
Q2 		$2.99M Buy
+83,312
New +$2.7M 2.33% 9

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

AmeriServ Wealth Advisors's QLD Position: Q1 2026 in Review

AmeriServ Wealth Advisors sold out of ProShares Ultra QQQ (QLD) in Q1 2026, closing a stake of 14,075 shares — an estimated $991K sold.

AmeriServ Wealth Advisors first reported a position in QLD in Q2 2021 and held it in 11 quarters. The position peaked at $14.7M in Q4 2021. 190 funds tracked by Wall St. Rank hold QLD as of Q1 2026.

  • AmeriServ Wealth Advisors reported no remaining ProShares Ultra QQQ position as of Q1 2026 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 14,075 ProShares Ultra QQQ shares in Q1 2026, an estimated $991K.
  • AmeriServ Wealth Advisors first reported a position in ProShares Ultra QQQ in Q2 2021 and held it in 11 quarters.
  • AmeriServ Wealth Advisors's ProShares Ultra QQQ position peaked at $14.7M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.