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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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Goldstone Financial Group's QLD Position: Q4 2025 in Review

Goldstone Financial Group sold out of ProShares Ultra QQQ (QLD) in Q4 2025, closing a stake of 7,216 shares — an estimated $495K sold.

Goldstone Financial Group first reported a position in QLD in Q2 2023 and held it in 10 quarters. The position peaked at $495K in Q3 2025. 210 funds tracked by Wall St. Rank hold QLD as of Q4 2025.

  • Goldstone Financial Group reported no remaining ProShares Ultra QQQ position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 7,216 ProShares Ultra QQQ shares in Q4 2025, an estimated $495K.
  • Goldstone Financial Group first reported a position in ProShares Ultra QQQ in Q2 2023 and held it in 10 quarters.
  • Goldstone Financial Group's ProShares Ultra QQQ position peaked at $495K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.