Optivise Advisory Services
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Optivise Advisory Services’s ProShares Ultra QQQ QLD Stock Holding History

Optivise Advisory Services’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
Q3 		$229K Sell
2,399
-37
-2% -$3.33K 0.11% 199
2026
Q2 		$236K Buy
+2,436
New +$210K 0.12% 183
2025
Q1 		– Sell
-3,838
Closed -$211K – 208
2024
Q4 		$211K Buy
+3,838
New +$205K 0.11% 166

Other funds holding QLD

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return

Optivise Advisory Services's QLD Position: Q3 2026 in Review

Optivise Advisory Services reduced its ProShares Ultra QQQ (QLD) stake by 1.5% in Q3 2026, selling an estimated $3.33K and leaving 2,399 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #199.

Optivise Advisory Services first reported a position in QLD in Q4 2024 and has held it in 3 quarters since. The position peaked at $236K in Q2 2026. 150 funds tracked by Wall St. Rank hold QLD as of Q3 2026.

  • Optivise Advisory Services held 2,399 shares of ProShares Ultra QQQ worth $229K as of Q3 2026.
  • Optivise Advisory Services sold 37 ProShares Ultra QQQ shares in Q3 2026, an estimated $3.33K.
  • ProShares Ultra QQQ made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #199 holding.
  • Optivise Advisory Services first reported a position in ProShares Ultra QQQ in Q4 2024 and has held it in 3 quarters since.
  • Optivise Advisory Services's ProShares Ultra QQQ position peaked at $236K in Q2 2026.
  • 150 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.