SWM
QLD icon

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

SpringVest 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
Q2 		$776K Hold
8,019
– – 0.49% 35
2026
Q1 		$489K Hold
8,019
– – 0.33% 43
2025
Q4 		$565K Buy
8,019
+3
+0% +$213 0.39% 36
2025
Q3 		$550K Buy
8,016
+10
+0.1% +$629 0.4% 40
2025
Q2 		$472K Buy
8,006
+2
+0% +$97 0.38% 43
2025
Q1 		$356K Buy
+8,004
New +$423K 0.3% 45

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

SpringVest Wealth Management's QLD Position: Q2 2026 in Review

SpringVest Wealth Management held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 8,019 shares worth $776K. The position accounts for 0.49% of the portfolio, ranked #35.

SpringVest Wealth Management first reported a position in QLD in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • SpringVest Wealth Management held 8,019 shares of ProShares Ultra QQQ worth $776K as of Q2 2026.
  • SpringVest Wealth Management left its ProShares Ultra QQQ share count unchanged in Q2 2026.
  • ProShares Ultra QQQ made up 0.49% of SpringVest Wealth Management's portfolio in Q2 2026, its #35 holding.
  • SpringVest Wealth Management first reported a position in ProShares Ultra QQQ in Q1 2025 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.