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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
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

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Optivise Advisory Services's QLD Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in ProShares Ultra QQQ (QLD) in Q2 2026: 2,436 shares worth $236K. The stake represents 0.12% of the portfolio and ranks #183 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in QLD as recently as Q4 2024.

Optivise Advisory Services first reported a position in QLD in Q4 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • Optivise Advisory Services held 2,436 shares of ProShares Ultra QQQ worth $236K as of Q2 2026.
  • ProShares Ultra QQQ was a new Optivise Advisory Services position in Q2 2026.
  • ProShares Ultra QQQ made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #183 holding.
  • Optivise Advisory Services first reported a position in ProShares Ultra QQQ in Q4 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.