Financial Gravity Asset Management’s ProShares Ultra QQQ QLD Stock Holding History

Financial Gravity Asset 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 Q1	$122	Buy	+2	New	+$137	﹤0.01%	862
2025 Q1	$178	Buy	+4	New	+$212	﹤0.01%	975
2024 Q2	–	Sell	-44	Closed	-$2.02K	–	2270
2024 Q1	$2.02K	Buy	+44	New	+$1.81K	﹤0.01%	1092
2023 Q4	–	Hold	0	–	–	–	1404
2023 Q3	–	Sell	-128	Closed	-$4.11K	–	1139
2023 Q2	$15.5K	Buy	128 +28	+28%	+$758	0.04%	186
2023 Q1	$28	Buy	+100	New	+$2.12K	﹤0.01%	782
2020 Q1	–	Sell	-1,664	Closed	-$25K	–	1321
2019 Q4	$25K	Hold	1,664	–	–	0.02%	940
2019 Q3	$20K	Sell	1,664 -960	-37%	-$11.8K	0.02%	452
2019 Q2	$31K	Buy	2,624 +1,672	+176%	+$19.6K	0.03%	408
2019 Q1	$11K	Buy	+952	New	+$9.59K	0.01%	540

Other funds holding QLD

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Toth Financial Advisory Leesburg, Virginia $911M AUM 15.46% 1-Year Est. Return

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return