LBMC Investment Advisors’s ProShares Ultra QQQ QLD Stock Holding History

LBMC Investment Advisors’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	$434K	Hold	7,112	–	–	0.03%	157
2025 Q4	$501K	Hold	7,112	–	–	0.03%	141
2025 Q3	$488K	Hold	7,112	–	–	0.03%	144
2025 Q2	$419K	Hold	7,112	–	–	0.03%	134
2025 Q1	$316K	Hold	7,112	–	–	0.02%	153
2024 Q4	$385K	Hold	7,112	–	–	0.03%	134
2024 Q3	$358K	Hold	7,112	–	–	0.03%	136
2024 Q2	$355K	Hold	7,112	–	–	0.03%	125
2024 Q1	$311K	Hold	7,112	–	–	0.03%	138
2023 Q4	$270K	Hold	7,112	–	–	0.03%	133
2023 Q3	$207K	Hold	7,112	–	–	0.02%	152
2023 Q2	$229K	Buy	+7,112	New	+$192K	0.02%	150
2022 Q2	–	Sell	-7,112	Closed	-$256K	–	161
2022 Q1	$256K	Hold	7,112	–	–	0.02%	133
2021 Q4	$317K	Sell	7,112 -29,442	-81%	-$1.24M	0.03%	130
2021 Q3	$259	Buy	36,554 +29,442	+414%	+$1.14M	0.02%	138
2021 Q2	$255K	Buy	+7,112	New	+$230K	0.02%	143

Other funds holding QLD

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return