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 Q2	$688K	Hold	7,112	–	–	0.04%	138
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	$259K	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

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

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

Dedeker Financial St. Louis Park, Minnesota $176M AUM

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

LBMC Investment Advisors's QLD Position: Q2 2026 in Review

LBMC Investment Advisors held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 7,112 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #138.

LBMC Investment Advisors first reported a position in QLD in Q2 2021 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

LBMC Investment Advisors held 7,112 shares of ProShares Ultra QQQ worth $688K as of Q2 2026.
LBMC Investment Advisors left its ProShares Ultra QQQ share count unchanged in Q2 2026.
ProShares Ultra QQQ made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #138 holding.
LBMC Investment Advisors first reported a position in ProShares Ultra QQQ in Q2 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 LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.