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EverSource Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History

EverSource Wealth Advisors’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 		$14.3K Sell
148
-28
-16% -$2.41K ﹤0.01% 2678
2026
Q1 		$10.8K Buy
176
+24
+16% +$1.64K ﹤0.01% 2877
2025
Q4 		$10.7K Buy
152
+104
+217% +$7.37K ﹤0.01% 2761
2025
Q3 		$3.29K Hold
48
– – ﹤0.01% 3328
2025
Q2 		$2.83K Hold
48
– – ﹤0.01% 3375
2025
Q1 		$2.13K Hold
48
– – ﹤0.01% 2902
2024
Q4 		$2.6K Buy
+48
New +$2.57K ﹤0.01% 2616

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

EverSource Wealth Advisors's QLD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ProShares Ultra QQQ (QLD) stake by 16% in Q2 2026, selling an estimated $2.41K and leaving 148 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

EverSource Wealth Advisors first reported a position in QLD in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • EverSource Wealth Advisors held 148 shares of ProShares Ultra QQQ worth $14.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 28 ProShares Ultra QQQ shares in Q2 2026, an estimated $2.41K.
  • ProShares Ultra QQQ made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2678 holding.
  • EverSource Wealth Advisors first reported a position in ProShares Ultra QQQ in Q4 2024 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.