Dale Q Rice Investment Management’s ProShares Ultra QQQ QLD Stock Holding History

Dale Q Rice 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	$24.9M	Buy	257,513 +9,575	+4%	+$823K	13.51%	3
2026 Q1	$15.1M	Buy	247,938 +8,484	+4%	+$579K	11.46%	3
2025 Q4	$16.9M	Sell	239,454 -6,982	-3%	-$495K	12.07%	3
2025 Q3	$17.5M	Buy	246,436 +13,604	+6%	+$855K	12.33%	3
2025 Q2	$13.9M	Sell	232,832 -175,914	-43%	-$8.55M	11.57%	3
2025 Q1	$18.2M	Sell	408,746 -44,590	-10%	-$2.36M	9.39%	2
2024 Q4	$24.5M	Buy	+453,336	New	+$24.3M	10.79%	3

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

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Dale Q Rice Investment Management's QLD Position: Q2 2026 in Review

Dale Q Rice Investment Management increased its ProShares Ultra QQQ (QLD) stake by 3.9% in Q2 2026, buying an estimated $823K and bringing the position to 257,513 shares worth $24.9M. The position accounts for 13.51% of the portfolio, ranked #3.

Dale Q Rice Investment Management first reported a position in QLD in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Dale Q Rice Investment Management held 257,513 shares of ProShares Ultra QQQ worth $24.9M as of Q2 2026.
Dale Q Rice Investment Management bought 9,575 ProShares Ultra QQQ shares in Q2 2026, an estimated $823K.
ProShares Ultra QQQ made up 13.51% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #3 holding.
Dale Q Rice Investment Management first reported a position in ProShares Ultra QQQ in Q4 2024 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.