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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

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

Dedeker Financial St. Louis Park, Minnesota $115M AUM

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

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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