Empirical Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Empirical Wealth 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	$334K	Buy	3,493 +100	+3%	+$9.01K	﹤0.01%	915
2026 Q2	$328K	Hold	3,393	–	–	﹤0.01%	842
2026 Q1	$207K	Sell	3,393 -555	-14%	-$37.9K	﹤0.01%	936
2025 Q4	$278K	Hold	3,948	–	–	0.01%	717
2025 Q3	$271K	Hold	3,948	–	–	0.01%	650
2025 Q2	$232K	Buy	+3,948	New	+$192K	0.01%	593
2025 Q1	–	Sell	-3,948	Closed	-$214K	–	701
2024 Q4	$214K	Buy	+3,948	New	+$211K	0.01%	567
2024 Q3	–	Sell	-7,986	Closed	-$399K	–	600
2024 Q2	$399K	Hold	7,986	–	–	0.01%	399
2024 Q1	$349K	Buy	+7,986	New	+$329K	0.01%	409
2021 Q4	–	Sell	-16,000	Closed	-$582K	–	533
2021 Q3	$582K	Hold	16,000	–	–	0.03%	271
2021 Q2	$574K	Buy	+16,000	New	+$518K	0.03%	278

Other funds holding QLD

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

Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

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

Turner Capital Investments Austin, Texas $118M AUM

Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return

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

Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return

Empirical Wealth Management's QLD Position: Q3 2026 in Review

Empirical Wealth Management increased its ProShares Ultra QQQ (QLD) stake by 2.9% in Q3 2026, buying an estimated $9.01K and bringing the position to 3,493 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Empirical Wealth Management first reported a position in QLD in Q2 2021 and has held it in 11 quarters since. The position peaked at $582K in Q3 2021. 197 funds tracked by Wall St. Rank hold QLD as of Q3 2026.

Empirical Wealth Management held 3,493 shares of ProShares Ultra QQQ worth $334K as of Q3 2026.
Empirical Wealth Management bought 100 ProShares Ultra QQQ shares in Q3 2026, an estimated $9.01K.
ProShares Ultra QQQ made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #915 holding.
Empirical Wealth Management first reported a position in ProShares Ultra QQQ in Q2 2021 and has held it in 11 quarters since.
Empirical Wealth Management's ProShares Ultra QQQ position peaked at $582K in Q3 2021.
197 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.