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

Independent 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
2026
Q2 		$996K Buy
10,298
+1,310
+15% +$113K 0.02% 688
2026
Q1 		$548K Buy
8,988
+553
+7% +$37.8K 0.01% 886
2025
Q4 		$594K Sell
8,435
-1,595
-16% -$113K 0.01% 817
2025
Q3 		$688K Sell
10,030
-410
-4% -$25.8K 0.02% 724
2025
Q2 		$614K Buy
10,440
+1,186
+13% +$57.6K 0.02% 692
2025
Q1 		$411K Sell
9,254
-252
-3% -$13.3K 0.01% 784
2024
Q4 		$515K Sell
9,506
-276
-3% -$14.8K 0.02% 673
2024
Q3 		$493K Sell
9,782
-98
-1% -$4.7K 0.02% 657
2024
Q2 		$493K Buy
9,880
+1,504
+18% +$66.8K 0.02% 613
2024
Q1 		$366K Buy
8,376
+960
+13% +$39.6K 0.02% 700
2023
Q4 		$282K Sell
7,416
-1,972
-21% -$65K 0.02% 746
2023
Q3 		$279K Sell
9,388
-3,176
-25% -$102K 0.02% 687
2023
Q2 		$404K Buy
12,564
+3,176
+34% +$85.9K 0.03% 534
2023
Q1 		$233K Buy
+9,388
New +$199K 0.02% 721
2022
Q3 		– Sell
-13,182
Closed -$273K – 776
2022
Q2 		$273K Buy
13,182
+6,110
+86% +$160K 0.03% 527
2022
Q1 		$254K Sell
7,072
-4,840
-41% -$170K 0.02% 659
2021
Q4 		$530K Buy
+11,912
New +$503K 0.04% 408

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 Financial Group's QLD Position: Q2 2026 in Review

Independent Financial Group increased its ProShares Ultra QQQ (QLD) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 10,298 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #688.

Independent Financial Group first reported a position in QLD in Q4 2021 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Independent Financial Group held 10,298 shares of ProShares Ultra QQQ worth $996K as of Q2 2026.
  • Independent Financial Group bought 1,310 ProShares Ultra QQQ shares in Q2 2026, an estimated $113K.
  • ProShares Ultra QQQ made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #688 holding.
  • Independent Financial Group first reported a position in ProShares Ultra QQQ in Q4 2021 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.