Focus Partners Wealth

Focus Partners Wealth’s ProShares Ultra QQQ QLD Stock Holding History

Focus Partners Wealth’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	$3.87M	Buy	63,472 +100	+0.2%	+$6.83K	﹤0.01%	1031
2025 Q4	$4.47M	Buy	63,372 +2,952	+5%	+$209K	0.01%	981
2025 Q3	$4.14M	Sell	60,420 -800	-1%	-$50.3K	0.01%	806
2025 Q2	$3.6M	Buy	61,220 +4,440	+8%	+$216K	0.01%	765
2025 Q1	$2.52M	Sell	56,780 -762	-1%	-$40.3K	0.01%	793
2024 Q4	$3.11M	Buy	+57,542	New	+$3.08M	0.01%	741
2024 Q3	–	Sell	-55,250	Closed	-$2.95M	–	1685
2024 Q2	$2.95M	Hold	55,250	–	–	0.01%	593
2024 Q1	$2.16M	Buy	+55,250	New	+$2.28M	0.02%	464

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 $1.02B AUM 28.36% 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