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Legacy Capital Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Legacy Capital 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
Q2 		$262K Sell
2,710
-2,749
-50% -$236K 0.12% 65
2026
Q1 		$333K Sell
5,459
-604
-10% -$41.2K 0.19% 56
2025
Q4 		$427K Buy
+6,063
New +$430K 0.26% 50
2024
Q4 		$429K Buy
+7,928
New +$424K 0.43% 40

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

Legacy Capital Wealth Management's QLD Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its ProShares Ultra QQQ (QLD) stake by 50% in Q2 2026, selling an estimated $236K and leaving 2,710 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #65.

Legacy Capital Wealth Management first reported a position in QLD in Q4 2024 and has held it in 4 quarters since. The position peaked at $429K in Q4 2024. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Legacy Capital Wealth Management held 2,710 shares of ProShares Ultra QQQ worth $262K as of Q2 2026.
  • Legacy Capital Wealth Management sold 2,749 ProShares Ultra QQQ shares in Q2 2026, an estimated $236K.
  • ProShares Ultra QQQ made up 0.12% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Legacy Capital Wealth Management first reported a position in ProShares Ultra QQQ in Q4 2024 and has held it in 4 quarters since.
  • Legacy Capital Wealth Management's ProShares Ultra QQQ position peaked at $429K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.