Apriem Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Apriem 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 Q2	$473K	Hold	4,884	–	–	0.04%	126
2026 Q1	$298K	Hold	4,884	–	–	0.03%	148
2025 Q4	$344K	Hold	4,884	–	–	0.03%	139
2025 Q3	$335K	Hold	4,884	–	–	0.03%	142
2025 Q2	$287K	Hold	4,884	–	–	0.03%	149
2025 Q1	$217K	Hold	4,884	–	–	0.03%	172
2024 Q4	$264K	Hold	4,884	–	–	0.03%	156
2024 Q3	$246K	Hold	4,884	–	–	0.03%	155
2024 Q2	$244K	Sell	4,884 -1,016	-17%	-$45.2K	0.03%	154
2024 Q1	$258K	Hold	5,900	–	–	0.03%	144
2023 Q4	$224K	Buy	+5,900	New	+$195K	0.03%	137
2022 Q2	–	Sell	-5,900	Closed	-$212K	–	151
2022 Q1	$212K	Hold	5,900	–	–	0.03%	137
2021 Q4	$263K	Sell	5,900 -584	-9%	-$24.7K	0.04%	126
2021 Q3	$236K	Hold	6,484	–	–	0.03%	132
2021 Q2	$233K	Buy	+6,484	New	+$210K	0.03%	140
2018 Q3	–	Sell	-7,040	Closed	-$76K	–	319
2018 Q2	$76K	Buy	+7,040	New	+$73K	0.02%	205

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

Apriem Advisors's QLD Position: Q2 2026 in Review

Apriem Advisors held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 4,884 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #126.

Apriem Advisors first reported a position in QLD in Q2 2018 and has held it in 16 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Apriem Advisors held 4,884 shares of ProShares Ultra QQQ worth $473K as of Q2 2026.
Apriem Advisors left its ProShares Ultra QQQ share count unchanged in Q2 2026.
ProShares Ultra QQQ made up 0.04% of Apriem Advisors's portfolio in Q2 2026, its #126 holding.
Apriem Advisors first reported a position in ProShares Ultra QQQ in Q2 2018 and has held it in 16 quarters since.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.