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Foundations Investment Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Foundations Investment 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
Q1 		$250K Sell
4,104
-12,192
-75% -$832K ﹤0.01% 986
2025
Q4 		$1.15M Sell
16,296
-382
-2% -$27.1K 0.02% 477
2025
Q3 		$1.14M Sell
16,678
-2,006
-11% -$126K 0.02% 437
2025
Q2 		$1.1M Sell
18,684
-1,426
-7% -$69.3K 0.02% 414
2025
Q1 		$894K Sell
20,110
-2,364
-11% -$125K 0.02% 428
2024
Q4 		$1.22M Buy
22,474
+2,262
+11% +$121K 0.02% 370
2024
Q3 		$1.02M Sell
20,212
-1,298
-6% -$62.3K 0.02% 359
2024
Q2 		$1.07M Sell
21,510
-1,106
-5% -$49.2K 0.03% 324
2024
Q1 		$989K Sell
22,616
-346
-2% -$14.3K 0.03% 324
2023
Q4 		$919K Buy
+22,962
New +$757K 0.02% 321
2023
Q2 		– Sell
-12,294
Closed -$305K – 609
2023
Q1 		$305K Buy
+12,294
New +$261K 0.01% 396

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return