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Spire Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Spire Wealth Management’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 		$74.3K Sell
1,218
-309
-20% -$21.1K ﹤0.01% 1064
2025
Q4 		$108K Buy
1,527
+315
+26% +$22.3K ﹤0.01% 968
2025
Q3 		$83.1K Sell
1,212
-2,036
-63% -$128K ﹤0.01% 1061
2025
Q2 		$191K Buy
3,248
+960
+42% +$46.6K 0.01% 778
2025
Q1 		$102K Buy
2,288
+310
+16% +$16.4K ﹤0.01% 1031
2024
Q4 		$107K Buy
1,978
+4
+0.2% +$214 ﹤0.01% 1009
2024
Q3 		$99.4K Buy
1,974
+198
+11% +$9.51K ﹤0.01% 912
2024
Q2 		$88.6K Buy
1,776
+2
+0.1% +$89 ﹤0.01% 931
2024
Q1 		$77.6K Buy
1,774
+2
+0.1% +$82 ﹤0.01% 1078
2023
Q4 		$70.9K Sell
1,772
-412
-19% -$13.6K ﹤0.01% 1092
2023
Q3 		$64.8K Buy
2,184
+536
+33% +$17.2K ﹤0.01% 1075
2023
Q2 		$53K Buy
1,648
+210
+15% +$5.68K ﹤0.01% 1178
2023
Q1 		$35.6K Buy
1,438
+496
+53% +$10.5K ﹤0.01% 1355
2022
Q4 		$17K Buy
942
+84
+10% +$1.62K ﹤0.01% 1438
2022
Q3 		$16K Sell
858
-516
-38% -$12.3K ﹤0.01% 1418
2022
Q2 		$28K Sell
1,374
-880
-39% -$23K ﹤0.01% 1534
2022
Q1 		$81K Buy
2,254
+1,418
+170% +$49.8K ﹤0.01% 1248
2021
Q4 		$101K Hold
836
– – ﹤0.01% 1402
2021
Q3 		$30K Buy
836
+400
+92% +$15.5K ﹤0.01% 1695
2021
Q2 		$16K Sell
436
-4
-0.9% -$130 ﹤0.01% 1967
2021
Q1 		$13K Buy
+440
New +$13.1K ﹤0.01% 2337

Other funds holding QLD

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
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return