IAA
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Independent Advisor Alliance’s ProShares Ultra QQQ QLD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-5,025
Closed -$307K – 1488
2026
Q1 		$307K Buy
+5,025
New +$343K ﹤0.01% 1311
2025
Q1 		– Sell
-4,950
Closed -$268K – 1230
2024
Q4 		$268K Buy
+4,950
New +$265K ﹤0.01% 1178

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Independent Advisor Alliance's QLD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ProShares Ultra QQQ (QLD) in Q2 2026, closing a stake of 5,025 shares — an estimated $307K sold.

Independent Advisor Alliance first reported a position in QLD in Q4 2024 and held it in 2 quarters. The position peaked at $307K in Q1 2026. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ProShares Ultra QQQ position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,025 ProShares Ultra QQQ shares in Q2 2026, an estimated $307K.
  • Independent Advisor Alliance first reported a position in ProShares Ultra QQQ in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's ProShares Ultra QQQ position peaked at $307K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.