Global Retirement Partners’s ProShares Ultra QQQ QLD Stock Holding History

Global Retirement Partners’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
2025 Q3	–	Sell	-24	Closed	-$1.41K	–	3992
2025 Q2	$1.41K	Buy	+24	New	+$1.17K	﹤0.01%	3356
2024 Q4	–	Sell	-50	Closed	-$2.52K	–	3761
2024 Q3	$2.52K	Sell	50 -128	-72%	-$6.14K	﹤0.01%	2857
2024 Q2	$8.9K	Hold	178	–	–	﹤0.01%	2366
2024 Q1	$7.8K	Buy	178 +28	+19%	+$1.15K	﹤0.01%	2227
2023 Q4	$5.69K	Buy	+150	New	+$4.95K	﹤0.01%	2273
2023 Q3	–	Sell	-140	Closed	-$4.51K	–	3323
2023 Q2	$4.51K	Buy	+140	New	+$3.79K	﹤0.01%	2245

Other funds holding QLD

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return