Global Financial Private Client’s ProShares Ultra QQQ QLD Stock Holding History

Global Financial Private Client’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	$1.24M	Hold	12,864	–	–	0.34%	87
2026 Q1	$785K	Hold	12,864	–	–	0.26%	116
2025 Q4	$906K	Hold	12,864	–	–	0.32%	93
2025 Q3	$882K	Hold	12,864	–	–	0.31%	93
2025 Q2	$757K	Hold	12,864	–	–	0.28%	102
2025 Q1	$572K	Hold	12,864	–	–	0.22%	113
2024 Q4	$696K	Hold	12,864	–	–	0.26%	103
2024 Q3	$648K	Hold	12,864	–	–	0.25%	106
2024 Q2	$642K	Hold	12,864	–	–	0.27%	101
2024 Q1	$565K	Hold	12,864	–	–	0.24%	107
2023 Q4	$489K	Hold	12,864	–	–	0.23%	113
2023 Q3	$388K	Hold	12,864	–	–	0.2%	121
2023 Q2	$416K	Hold	12,864	–	–	0.2%	115
2023 Q1	$317K	Hold	12,864	–	–	0.16%	127
2022 Q4	$225K	Hold	12,864	–	–	0.13%	130
2022 Q3	$247K	Hold	12,864	–	–	0.14%	128
2022 Q2	$270K	Hold	12,864	–	–	0.15%	120
2022 Q1	$462K	Sell	12,864 -1,000	-7%	-$35.1K	0.22%	97
2021 Q4	$617K	Sell	13,864 -6,400	-32%	-$270K	0.3%	79
2021 Q3	$747K	Hold	20,264	–	–	0.38%	66
2021 Q2	$728K	Hold	20,264	–	–	0.41%	65
2021 Q1	$615K	Hold	20,264	–	–	0.44%	56
2020 Q4	$583K	Hold	20,264	–	–	0.46%	50
2020 Q3	$478K	Hold	20,264	–	–	0.42%	54
2020 Q2	$384K	Sell	20,264 -3,152	-13%	-$48.3K	0.33%	67
2020 Q1	$240K	Hold	23,416	–	–	0.25%	88
2019 Q4	$357K	Buy	+23,416	New	+$317K	0.3%	79

Other funds holding QLD

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 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

Global Financial Private Client's QLD Position: Q2 2026 in Review

Global Financial Private Client held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 12,864 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #87.

Global Financial Private Client first reported a position in QLD in Q4 2019 and has held it in 27 quarters since. 97 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Global Financial Private Client held 12,864 shares of ProShares Ultra QQQ worth $1.24M as of Q2 2026.
Global Financial Private Client left its ProShares Ultra QQQ share count unchanged in Q2 2026.
ProShares Ultra QQQ made up 0.34% of Global Financial Private Client's portfolio in Q2 2026, its #87 holding.
Global Financial Private Client first reported a position in ProShares Ultra QQQ in Q4 2019 and has held it in 27 quarters since.
97 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.