Marshall Financial Group (Maryland)’s ProShares Ultra QQQ QLD Stock Holding History

Marshall Financial Group (Maryland)’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	$4.77M	Sell	49,251 -2,769	-5%	-$238K	0.7%	26
2026 Q1	$3.17M	Sell	52,020 -20,245	-28%	-$1.38M	0.51%	40
2025 Q4	$5.09M	Sell	72,265 -20,559	-22%	-$1.46M	0.99%	18
2025 Q3	$6.37M	Sell	92,824 -421,138	-82%	-$26.5M	1.24%	17
2025 Q2	$30.2M	Buy	513,962 +147,160	+40%	+$7.15M	5.93%	1
2025 Q1	$16.3M	Buy	+366,802	New	+$19.4M	3.56%	4

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

Marshall Financial Group (Maryland)'s QLD Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its ProShares Ultra QQQ (QLD) stake by 5.3% in Q2 2026, selling an estimated $238K and leaving 49,251 shares worth $4.77M. The position accounts for 0.7% of the portfolio, ranked #26.

Marshall Financial Group (Maryland) first reported a position in QLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.2M in Q2 2025. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Marshall Financial Group (Maryland) held 49,251 shares of ProShares Ultra QQQ worth $4.77M as of Q2 2026.
Marshall Financial Group (Maryland) sold 2,769 ProShares Ultra QQQ shares in Q2 2026, an estimated $238K.
ProShares Ultra QQQ made up 0.7% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #26 holding.
Marshall Financial Group (Maryland) first reported a position in ProShares Ultra QQQ in Q1 2025 and has held it in 6 quarters since.
Marshall Financial Group (Maryland)'s ProShares Ultra QQQ position peaked at $30.2M in Q2 2025.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.