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Legacy Wealth Management (Idaho)’s ProShares Ultra QQQ QLD Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,252
Closed -$76.4K – 765
2026
Q1 		$76.4K Sell
1,252
-16,504
-93% -$1.13M 0.04% 214
2025
Q4 		$1.25M Sell
17,756
-4,236
-19% -$300K 0.6% 35
2025
Q3 		$1.51M Sell
21,992
-10,464
-32% -$658K 0.68% 36
2025
Q2 		$1.91M Buy
32,456
+31,016
+2,154% +$1.51M 0.99% 21
2025
Q1 		$64K Buy
1,440
+162
+13% +$8.57K 0.05% 128
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 $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 Wealth Management (Idaho)'s QLD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ProShares Ultra QQQ (QLD) in Q2 2026, closing a stake of 1,252 shares — an estimated $76.4K sold.

Legacy Wealth Management (Idaho) first reported a position in QLD in Q3 2024 and held it in 7 quarters. The position peaked at $1.91M in Q2 2025. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining ProShares Ultra QQQ position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,252 ProShares Ultra QQQ shares in Q2 2026, an estimated $76.4K.
  • Legacy Wealth Management (Idaho) first reported a position in ProShares Ultra QQQ in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s ProShares Ultra QQQ position peaked at $1.91M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

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