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

Greenberg 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 		$366K Buy
+5,200
New +$369K 0.15% 69
2025
Q2 		$464K Sell
9,600
-800
-8% -$38.9K 0.17% 71
2025
Q1 		$317K Buy
+10,400
New +$550K 0.13% 76

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 40.89% 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

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

Greenberg Financial Group opened a new position in ProShares Ultra QQQ (QLD) in Q4 2025: 5,200 shares worth $366K. The stake represents 0.15% of the portfolio and ranks #69 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in QLD as recently as Q2 2025.

Greenberg Financial Group first reported a position in QLD in Q1 2025 and has held it in 3 quarters since. The position peaked at $464K in Q2 2025. 211 funds tracked by Wall St. Rank hold QLD as of Q4 2025.

  • Greenberg Financial Group held 5,200 shares of ProShares Ultra QQQ worth $366K as of Q4 2025.
  • ProShares Ultra QQQ was a new Greenberg Financial Group position in Q4 2025.
  • ProShares Ultra QQQ made up 0.15% of Greenberg Financial Group's portfolio in Q4 2025, its #69 holding.
  • Greenberg Financial Group first reported a position in ProShares Ultra QQQ in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's ProShares Ultra QQQ position peaked at $464K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.