UAG
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United Advisor Group’s ProShares Ultra QQQ QLD Stock Holding History

United Advisor Group’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
Q3 		– Sell
-5,956
Closed -$576K – 596
2026
Q2 		$576K Sell
5,956
-1,910
-24% -$164K 0.06% 290
2026
Q1 		$480K Sell
7,866
-3,696
-32% -$252K 0.06% 297
2025
Q4 		$814K Buy
+11,562
New +$820K 0.1% 209

Other funds holding QLD

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Turner Capital Investments
Turner Capital Investments Austin, Texas $118M AUM
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return

United Advisor Group's QLD Position: Q3 2026 in Review

United Advisor Group sold out of ProShares Ultra QQQ (QLD) in Q3 2026, closing a stake of 5,956 shares — an estimated $576K sold.

United Advisor Group first reported a position in QLD in Q4 2025 and held it in 3 quarters. The position peaked at $814K in Q4 2025. 197 funds tracked by Wall St. Rank hold QLD as of Q3 2026.

  • United Advisor Group reported no remaining ProShares Ultra QQQ position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 5,956 ProShares Ultra QQQ shares in Q3 2026, an estimated $576K.
  • United Advisor Group first reported a position in ProShares Ultra QQQ in Q4 2025 and held it in 3 quarters.
  • United Advisor Group's ProShares Ultra QQQ position peaked at $814K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.