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Prosperity Consulting Group’s ProShares Ultra QQQ QLD Stock Holding History

Prosperity Consulting Group’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
2025
Q1 		– Sell
-8,586
Closed -$465K – 476
2024
Q4 		$465K Buy
8,586
+2
+0% +$107 0.04% 325
2024
Q3 		$432K Buy
8,584
+24
+0.3% +$1.15K 0.03% 326
2024
Q2 		$427K Sell
8,560
-14
-0.2% -$622 0.06% 208
2024
Q1 		$375K Buy
+8,574
New +$353K 0.05% 248

Other funds holding QLD

GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Prosperity Consulting Group's QLD Position: Q1 2025 in Review

Prosperity Consulting Group sold out of ProShares Ultra QQQ (QLD) in Q1 2025, closing a stake of 8,586 shares — an estimated $465K sold.

Prosperity Consulting Group first reported a position in QLD in Q1 2024 and held it in 4 quarters. The position peaked at $465K in Q4 2024. 168 funds tracked by Wall St. Rank hold QLD as of Q1 2025.

  • Prosperity Consulting Group reported no remaining ProShares Ultra QQQ position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 8,586 ProShares Ultra QQQ shares in Q1 2025, an estimated $465K.
  • Prosperity Consulting Group first reported a position in ProShares Ultra QQQ in Q1 2024 and held it in 4 quarters.
  • Prosperity Consulting Group's ProShares Ultra QQQ position peaked at $465K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.