Goldstone Financial Group’s ProShares Ultra QQQ QLD Stock Holding History

Goldstone Financial Group’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 Q4	–	Sell	-7,216	Closed	-$495K	–	223
2025 Q3	$495K	Hold	7,216	–	–	0.06%	159
2025 Q2	$431K	Hold	7,216	–	–	0.06%	161
2025 Q1	$321K	Hold	7,216	–	–	0.05%	167
2024 Q4	$391K	Hold	7,216	–	–	0.06%	148
2024 Q3	$363K	Hold	7,216	–	–	0.06%	144
2024 Q2	$360K	Hold	7,216	–	–	0.07%	129
2024 Q1	$316K	Hold	7,216	–	–	0.07%	124
2023 Q4	$274K	Hold	7,216	–	–	0.07%	130
2023 Q3	$214K	Hold	7,216	–	–	0.06%	144
2023 Q2	$232K	Buy	+7,216	New	+$195K	0.07%	152

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return