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Institute for Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Institute for Wealth Management’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
Q1 		$536K Hold
8,782
– – 0.06% 304
2025
Q4 		$618K Hold
8,782
– – 0.07% 263
2025
Q3 		$602K Hold
8,782
– – 0.06% 285
2025
Q2 		$517K Hold
8,782
– – 0.06% 307
2025
Q1 		$390K Hold
8,782
– – 0.05% 350
2024
Q4 		$475K Sell
8,782
-238
-3% -$12.7K 0.06% 295
2024
Q3 		$454K Hold
9,020
– – 0.06% 318
2024
Q2 		$450K Sell
9,020
-4,718
-34% -$210K 0.06% 303
2024
Q1 		$601K Buy
13,738
+78
+0.6% +$3.21K 0.08% 252
2023
Q4 		$519K Sell
13,660
-2,850
-17% -$94K 0.08% 258
2023
Q3 		$490K Hold
16,510
– – 0.09% 265
2023
Q2 		$531K Sell
16,510
-7,224
-30% -$195K 0.09% 253
2023
Q1 		$588K Sell
23,734
-125,556
-84% -$2.66M 0.11% 236
2022
Q4 		$2.62M Sell
149,290
-6,046
-4% -$116K 0.55% 37
2022
Q3 		$2.85M Sell
155,336
-3,010
-2% -$71.5K 0.64% 31
2022
Q2 		$3.28M Sell
158,346
-2,032
-1% -$53K 0.64% 29
2022
Q1 		$5.77M Sell
160,378
-2,870
-2% -$101K 0.93% 11
2021
Q4 		$7.27M Sell
163,248
-12,864
-7% -$543K 1.18% 10
2021
Q3 		$6.41M Sell
176,112
-2,524
-1% -$97.6K 1.12% 11
2021
Q2 		$6.41M Sell
178,636
-456
-0.3% -$14.8K 1.13% 9
2021
Q1 		$5.25M Sell
179,092
-31,632
-15% -$939K 1% 13
2020
Q4 		$6.06M Sell
210,724
-1,760
-0.8% -$44.6K 1.21% 11
2020
Q3 		$4.87M Sell
212,484
-2,380
-1% -$52.5K 1.11% 12
2020
Q2 		$3.97M Sell
214,864
-1,168
-0.5% -$17.9K 0.97% 13
2020
Q1 		$2.42M Sell
216,032
-23,272
-10% -$348K 0.75% 26
2019
Q4 		$3.65M Sell
239,304
-48
-0% -$650 0.82% 20
2019
Q3 		$2.89M Sell
239,352
-728
-0.3% -$8.92K 0.73% 25
2019
Q2 		$2.88M Sell
240,080
-256
-0.1% -$3K 0.64% 26
2019
Q1 		$2.7M Sell
240,336
-3,504
-1% -$35.3K 0.59% 37
2018
Q4 		$2.05M Sell
243,840
-2,104
-0.9% -$21.2K 0.84% 30
2018
Q3 		$3.08M Sell
245,944
-4,448
-2% -$53.2K 1.04% 16
2018
Q2 		$2.71M Buy
250,392
+18,360
+8% +$190K 0.86% 25
2018
Q1 		$2.21M Sell
232,032
-23,184
-9% -$237K 0.65% 33
2017
Q4 		$2.35M Sell
255,216
-3,928
-2% -$34.6K 0.54% 46
2017
Q3 		$2.08M Sell
259,144
-6,728
-3% -$52.5K 0.68% 34
2017
Q2 		$1.92M Buy
+265,872
New +$1.92M 0.53% 41

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Institute for Wealth Management's QLD Position: Q1 2026 in Review

Institute for Wealth Management held its ProShares Ultra QQQ (QLD) position steady in Q1 2026 at 8,782 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #304.

Institute for Wealth Management first reported a position in QLD in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.27M in Q4 2021. 190 funds tracked by Wall St. Rank hold QLD as of Q1 2026.

  • Institute for Wealth Management held 8,782 shares of ProShares Ultra QQQ worth $536K as of Q1 2026.
  • Institute for Wealth Management left its ProShares Ultra QQQ share count unchanged in Q1 2026.
  • ProShares Ultra QQQ made up 0.06% of Institute for Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Institute for Wealth Management first reported a position in ProShares Ultra QQQ in Q2 2017 and has held it in 36 quarters since.
  • Institute for Wealth Management's ProShares Ultra QQQ position peaked at $7.27M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.