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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

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
CT
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
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
QC
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

Client First Investment Management's QLD Position: Q2 2026 in Review

Client First Investment Management opened a new position in ProShares Ultra QQQ (QLD) in Q2 2026: 23,771 shares worth $2.3M. The stake represents 0.97% of the portfolio and ranks #16 among its holdings. This is a return to the name: Client First Investment Management previously reported a position in QLD as recently as Q2 2025.

Client First Investment Management first reported a position in QLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.89M in Q2 2024. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Client First Investment Management held 23,771 shares of ProShares Ultra QQQ worth $2.3M as of Q2 2026.
  • ProShares Ultra QQQ was a new Client First Investment Management position in Q2 2026.
  • ProShares Ultra QQQ made up 0.97% of Client First Investment Management's portfolio in Q2 2026, its #16 holding.
  • Client First Investment Management first reported a position in ProShares Ultra QQQ in Q4 2023 and has held it in 4 quarters since.
  • Client First Investment Management's ProShares Ultra QQQ position peaked at $4.89M in Q2 2024.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.