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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$341K Sell
2025
Q3
$332K Buy
2025
Q2
$282K Sell
2025
Q1
$222K Hold
2024
Q4
$270K Buy
2024
Q3
$251K Buy
2024
Q2
$249K Hold
2024
Q1
$218K Buy