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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GVCM

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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.