Atria Wealth Solutions’s ProShares Ultra QQQ QLD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$227K	Sell	3,844 -6,782	-64%	-$330K	0.01%	1309
2025 Q1	$472K	Sell	10,626 -10,144	-49%	-$537K	0.01%	1227
2024 Q4	$1.12M	Buy	20,770 +8,946	+76%	+$479K	0.01%	883
2024 Q3	$596K	Buy	11,824 +818	+7%	+$39.3K	0.01%	1152
2024 Q2	$550K	Sell	11,006 -38	-0.3%	-$1.69K	0.01%	1197
2024 Q1	$483K	Buy	11,044 +4,694	+74%	+$193K	0.01%	1288
2023 Q4	$241K	Buy	+6,350	New	+$209K	﹤0.01%	1658

Other funds holding QLD

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

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

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return