Great Valley Advisor Group
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Great Valley Advisor Group’s ProShares Ultra QQQ QLD Stock Holding History

Great Valley Advisor 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
2026
Q2 		$1.41M Hold
14,570
– – 0.02% 480
2026
Q1 		$889K Buy
+14,570
New +$995K 0.02% 533

Other funds holding QLD

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Main Street Group
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM
Quadrature Capital
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Great Valley Advisor Group's QLD Position: Q2 2026 in Review

Great Valley Advisor Group held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 14,570 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #480.

Great Valley Advisor Group first reported a position in QLD in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Great Valley Advisor Group held 14,570 shares of ProShares Ultra QQQ worth $1.41M as of Q2 2026.
  • Great Valley Advisor Group left its ProShares Ultra QQQ share count unchanged in Q2 2026.
  • ProShares Ultra QQQ made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #480 holding.
  • Great Valley Advisor Group first reported a position in ProShares Ultra QQQ in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.