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

Tradition 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	$393K	Hold	4,060	–	–	0.02%	355
2026 Q1	$248K	Buy	4,060 +60	+2%	+$4.1K	0.02%	425
2025 Q4	$282K	Hold	4,000	–	–	0.02%	396
2025 Q3	$274K	Hold	4,000	–	–	0.02%	396
2025 Q2	$235K	Buy	+4,000	New	+$194K	0.02%	403
2025 Q1	–	Sell	-4,000	Closed	-$216K	–	453
2024 Q4	$216K	Sell	4,000 -108	-3%	-$5.78K	0.02%	386
2024 Q3	$207K	Buy	+4,108	New	+$197K	0.02%	387
2024 Q1	–	Sell	-4,000	Closed	-$152K	–	992
2023 Q4	$152K	Hold	4,000	–	–	0.02%	373
2023 Q3	$119K	Hold	4,000	–	–	0.01%	394
2023 Q2	$129K	Hold	4,000	–	–	0.02%	398
2023 Q1	$99K	Hold	4,000	–	–	0.01%	446
2022 Q4	$70K	Hold	4,000	–	–	0.01%	451
2022 Q3	$73K	Hold	4,000	–	–	0.01%	426
2022 Q2	$83K	Hold	4,000	–	–	0.01%	381
2022 Q1	$144K	Hold	4,000	–	–	0.02%	337
2021 Q4	$178K	Hold	4,000	–	–	0.02%	316
2021 Q3	$146K	Hold	4,000	–	–	0.02%	316
2021 Q2	$144K	Hold	4,000	–	–	0.02%	334
2021 Q1	$117K	Hold	4,000	–	–	0.02%	308
2020 Q4	$115K	Buy	+4,000	New	+$101K	0.02%	290

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

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

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 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

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

Tradition Wealth Management held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 4,060 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #355.

Tradition Wealth Management first reported a position in QLD in Q4 2020 and has held it in 20 quarters since. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

Tradition Wealth Management held 4,060 shares of ProShares Ultra QQQ worth $393K as of Q2 2026.
Tradition Wealth Management left its ProShares Ultra QQQ share count unchanged in Q2 2026.
ProShares Ultra QQQ made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #355 holding.
Tradition Wealth Management first reported a position in ProShares Ultra QQQ in Q4 2020 and has held it in 20 quarters since.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.