AWS
QLD icon

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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 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
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

Atria Wealth Solutions's QLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ProShares Ultra QQQ (QLD) stake by 64% in Q2 2025, selling an estimated $330K and leaving 3,844 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1309.

Atria Wealth Solutions first reported a position in QLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2024. 189 funds tracked by Wall St. Rank hold QLD as of Q2 2025.

  • Atria Wealth Solutions held 3,844 shares of ProShares Ultra QQQ worth $227K as of Q2 2025.
  • Atria Wealth Solutions sold 6,782 ProShares Ultra QQQ shares in Q2 2025, an estimated $330K.
  • ProShares Ultra QQQ made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1309 holding.
  • Atria Wealth Solutions first reported a position in ProShares Ultra QQQ in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's ProShares Ultra QQQ position peaked at $1.12M in Q4 2024.
  • 189 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.