Galvin Gaustad & Stein’s ProShares Ultra QQQ QLD Stock Holding History

Galvin Gaustad & Stein’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	$754K	Hold	12,360	–	–	0.06%	143
2025 Q4	$870K	Buy	12,360 +1,200	+11%	+$85.1K	0.07%	130
2025 Q3	$766K	Sell	11,160 -1,650	-13%	-$104K	0.06%	123
2025 Q2	$754K	Hold	12,810	–	–	0.07%	116
2025 Q1	$569K	Buy	12,810 +1,080	+9%	+$57.1K	0.05%	125
2024 Q4	$635K	Sell	11,730 -400	-3%	-$21.4K	0.06%	117
2024 Q3	$611K	Sell	12,130 -500	-4%	-$24K	0.05%	120
2024 Q2	$630K	Buy	12,630 +520	+4%	+$23.1K	0.06%	111
2024 Q1	$530K	Sell	12,110 -1,000	-8%	-$41.2K	0.05%	123
2023 Q4	$498K	Sell	13,110 -4,600	-26%	-$152K	0.05%	123
2023 Q3	$526K	Buy	+17,710	New	+$568K	0.05%	115

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