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SteelPeak Wealth’s ProShares Ultra QQQ QLD Stock Holding History

SteelPeak Wealth’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 		$4.74M Hold
49,020
– – 0.12% 130
2026
Q1 		$2.99M Sell
49,020
-3,209
-6% -$219K 0.09% 163
2025
Q4 		$3.68M Sell
52,229
-1
-0% -$71 0.12% 135
2025
Q3 		$3.58M Hold
52,230
– – 0.12% 131
2025
Q2 		$3.08M Hold
52,230
– – 0.12% 131
2025
Q1 		$2.32M Buy
52,230
+1,210
+2% +$64K 0.1% 167
2024
Q4 		$2.76M Sell
51,020
-1,206
-2% -$64.6K 0.11% 141
2024
Q3 		$2.63M Buy
52,226
+2
+0% +$96 0.12% 138
2024
Q2 		$2.61M Sell
52,224
-580
-1% -$25.8K 0.12% 135
2024
Q1 		$2.31M Buy
52,804
+2
+0% +$82 0.12% 138
2023
Q4 		$2.01M Buy
52,802
+2
+0% +$66 0.12% 136
2023
Q3 		$1.57M Sell
52,800
-400
-0.8% -$12.8K 0.1% 153
2023
Q2 		$1.71M Buy
53,200
+400
+0.8% +$10.8K 0.1% 137
2023
Q1 		$1.31M Sell
52,800
-25,000
-32% -$530K 0.09% 150
2022
Q4 		$1.36M Buy
77,800
+15,000
+24% +$289K 0.1% 154
2022
Q3 		$1.15M Buy
62,800
+10,000
+19% +$238K 0.09% 157
2022
Q2 		$1.09M Sell
52,800
-550
-1% -$14.4K 0.08% 158
2022
Q1 		$1.92M Buy
53,350
+550
+1% +$19.3K 0.12% 124
2021
Q4 		$2.35M Sell
52,800
-43,588
-45% -$1.84M 0.14% 109
2021
Q3 		$3.51M Buy
96,388
+43,588
+83% +$1.69M 0.24% 81
2021
Q2 		$1.9M Hold
52,800
– – 0.14% 115
2021
Q1 		$1.55M Buy
52,800
+3,200
+6% +$95K 0.13% 126
2020
Q4 		$1.43M Hold
49,600
– – 0.13% 125
2020
Q3 		$1.14M Hold
49,600
– – 0.12% 125
2020
Q2 		$916K Hold
49,600
– – 0.12% 126
2020
Q1 		$555K Hold
49,600
– – 0.09% 145
2019
Q4 		$756K Buy
+49,600
New +$672K 0.1% 155

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return