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 Q3	–	Sell	-23,771	Closed	-$2.3M	–	29
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TCI

Turner Capital Investments Austin, Texas $118M AUM

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Client First Investment Management's QLD Position: Q3 2026 in Review

Client First Investment Management sold out of ProShares Ultra QQQ (QLD) in Q3 2026, closing a stake of 23,771 shares — an estimated $2.3M sold.

Client First Investment Management first reported a position in QLD in Q4 2023 and held it in 4 quarters. The position peaked at $4.89M in Q2 2024. 48 funds tracked by Wall St. Rank hold QLD as of Q3 2026.

Client First Investment Management reported no remaining ProShares Ultra QQQ position as of Q3 2026 after selling out during the quarter.
Client First Investment Management sold 23,771 ProShares Ultra QQQ shares in Q3 2026, an estimated $2.3M.
Client First Investment Management first reported a position in ProShares Ultra QQQ in Q4 2023 and held it in 4 quarters.
Client First Investment Management's ProShares Ultra QQQ position peaked at $4.89M in Q2 2024.
48 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.