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Legacy Investment Solutions’s ProShares Ultra QQQ QLD Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.91M Buy
+32,456
New +$1.58M 0.99% 21
2024
Q4 		$71.7K Sell
1,278
-23,262
-95% -$1.25M 0.05% 104
2024
Q3 		$1.35M Buy
+24,540
New +$1.18M 0.79% 22

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 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 $255M AUM 54.97% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Legacy Investment Solutions's QLD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ProShares Ultra QQQ (QLD) in Q2 2025: 32,456 shares worth $1.91M. The stake represents 0.99% of the portfolio and ranks #21 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QLD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QLD in Q3 2024 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold QLD as of Q2 2025.

  • Legacy Investment Solutions held 32,456 shares of ProShares Ultra QQQ worth $1.91M as of Q2 2025.
  • ProShares Ultra QQQ was a new Legacy Investment Solutions position in Q2 2025.
  • ProShares Ultra QQQ made up 0.99% of Legacy Investment Solutions's portfolio in Q2 2025, its #21 holding.
  • Legacy Investment Solutions first reported a position in ProShares Ultra QQQ in Q3 2024 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.