MYIA
QLD icon

Mount Yale Investment Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Mount Yale Investment Advisors’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 		$62.3K Buy
+644
New +$55.4K ﹤0.01% 1182

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

Mount Yale Investment Advisors's QLD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ProShares Ultra QQQ (QLD) in Q3 2025, closing a stake of 644 shares — an estimated $37.9K sold.

Mount Yale Investment Advisors first reported a position in QLD in Q2 2025 and held it in 1 quarter. The position peaked at $37.9K in Q2 2025. 190 funds tracked by Wall St. Rank hold QLD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining ProShares Ultra QQQ position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 644 ProShares Ultra QQQ shares in Q3 2025, an estimated $37.9K.
  • Mount Yale Investment Advisors first reported a position in ProShares Ultra QQQ in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's ProShares Ultra QQQ position peaked at $37.9K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.