UCFA
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United Capital Financial Advisors’s ProShares Ultra QQQ QLD Stock Holding History

United Capital Financial Advisors’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 		$402K Hold
4,147
– – ﹤0.01% 1234
2026
Q1 		$253K Hold
4,147
– – ﹤0.01% 1442
2025
Q4 		$292K Sell
4,147
-7,253
-64% -$514K ﹤0.01% 1178
2025
Q3 		$782K Buy
+11,400
New +$717K 0.01% 722

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

United Capital Financial Advisors's QLD Position: Q2 2026 in Review

United Capital Financial Advisors held its ProShares Ultra QQQ (QLD) position steady in Q2 2026 at 4,147 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

United Capital Financial Advisors first reported a position in QLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $782K in Q3 2025. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

  • United Capital Financial Advisors held 4,147 shares of ProShares Ultra QQQ worth $402K as of Q2 2026.
  • United Capital Financial Advisors left its ProShares Ultra QQQ share count unchanged in Q2 2026.
  • ProShares Ultra QQQ made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1234 holding.
  • United Capital Financial Advisors first reported a position in ProShares Ultra QQQ in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's ProShares Ultra QQQ position peaked at $782K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.