Lowery Thomas LLC’s ProShares Ultra QQQ QLD Stock Holding History

Lowery Thomas LLC’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	$759K	Sell	7,842 -195	-2%	-$16.8K	0.37%	44
2026 Q1	$490K	Buy	8,037 +162	+2%	+$11.1K	0.28%	43
2025 Q4	$554K	Buy	7,875 +197	+3%	+$14K	0.31%	44
2025 Q3	$527K	Buy	7,678 +10	+0.1%	+$629	0.3%	45
2025 Q2	$451K	Buy	7,668 +262	+4%	+$12.7K	0.29%	44
2025 Q1	$329K	Buy	7,406 +300	+4%	+$15.9K	0.23%	48
2024 Q4	$385K	Buy	7,106 +8	+0.1%	+$428	0.25%	45
2024 Q3	$357K	Buy	7,098 +206	+3%	+$9.89K	0.24%	48
2024 Q2	$344K	Hold	6,892	–	–	0.25%	42
2024 Q1	$301K	Buy	6,892 +668	+11%	+$27.5K	0.23%	44
2023 Q4	$237K	Buy	+6,224	New	+$205K	0.2%	46

Other funds holding QLD

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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 55.8% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Lowery Thomas LLC's QLD Position: Q2 2026 in Review

Lowery Thomas LLC reduced its ProShares Ultra QQQ (QLD) stake by 2.4% in Q2 2026, selling an estimated $16.8K and leaving 7,842 shares worth $759K. The position accounts for 0.37% of the portfolio, ranked #44.

Lowery Thomas LLC first reported a position in QLD in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Lowery Thomas LLC held 7,842 shares of ProShares Ultra QQQ worth $759K as of Q2 2026.
Lowery Thomas LLC sold 195 ProShares Ultra QQQ shares in Q2 2026, an estimated $16.8K.
ProShares Ultra QQQ made up 0.37% of Lowery Thomas LLC's portfolio in Q2 2026, its #44 holding.
Lowery Thomas LLC first reported a position in ProShares Ultra QQQ in Q4 2023 and has held it in 11 quarters since.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.