Sequoia Financial Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Sequoia Financial 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 Q1	–	Sell	-4,837	Closed	-$341K	–	2040
2025 Q4	$341K	Sell	4,837 -1	-0%	-$71	﹤0.01%	1487
2025 Q3	$332K	Buy	4,838 +46	+1%	+$2.89K	﹤0.01%	1344
2025 Q2	$282K	Sell	4,792 -198	-4%	-$9.62K	﹤0.01%	1295
2025 Q1	$222K	Hold	4,990	–	–	﹤0.01%	1213
2024 Q4	$270K	Buy	4,990 +4	+0.1%	+$214	﹤0.01%	1064
2024 Q3	$251K	Buy	4,986 +6	+0.1%	+$288	﹤0.01%	1055
2024 Q2	$249K	Hold	4,980	–	–	﹤0.01%	973
2024 Q1	$218K	Buy	+4,980	New	+$205K	﹤0.01%	1016

Other funds holding QLD

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

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Sequoia Financial Advisors's QLD Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of ProShares Ultra QQQ (QLD) in Q1 2026, closing a stake of 4,837 shares — an estimated $341K sold.

Sequoia Financial Advisors first reported a position in QLD in Q1 2024 and held it in 8 quarters. The position peaked at $341K in Q4 2025. 190 funds tracked by Wall St. Rank hold QLD as of Q1 2026.

Sequoia Financial Advisors reported no remaining ProShares Ultra QQQ position as of Q1 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 4,837 ProShares Ultra QQQ shares in Q1 2026, an estimated $341K.
Sequoia Financial Advisors first reported a position in ProShares Ultra QQQ in Q1 2024 and held it in 8 quarters.
Sequoia Financial Advisors's ProShares Ultra QQQ position peaked at $341K in Q4 2025.
190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.