Client First Investment Management’s ProShares Ultra QQQ QLD Stock Holding History

Client First Investment Management’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	$2.3M	Buy	+23,771	New	+$2.04M	0.97%	16
2025 Q3	–	Sell	-62,278	Closed	-$3.67M	–	45
2025 Q2	$3.67M	Buy	+62,278	New	+$3.03M	2.25%	5
2024 Q3	–	Sell	-97,938	Closed	-$4.89M	–	31
2024 Q2	$4.89M	Buy	+97,938	New	+$4.35M	3.8%	5
2024 Q1	–	Sell	-67,500	Closed	-$2.56M	–	27
2023 Q4	$2.56M	Buy	+67,500	New	+$2.23M	2.49%	7

Other funds holding QLD

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

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

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return