VisionPoint Advisory Group’s ProShares Ultra QQQ QLD Stock Holding History

VisionPoint Advisory 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 Q2	$468K	Sell	4,837 -1,639	-25%	-$141K	0.08%	267
2026 Q1	$395K	Buy	6,476 +1,080	+20%	+$73.7K	0.07%	264
2025 Q4	$380K	Sell	5,396 -480	-8%	-$34K	0.07%	249
2025 Q3	$403K	Sell	5,876 -544	-8%	-$34.2K	0.08%	239
2025 Q2	$378K	Sell	6,420 -23,930	-79%	-$1.16M	0.08%	230
2025 Q1	$1.35M	Buy	30,350 +13,864	+84%	+$734K	0.46%	60
2024 Q4	$888K	Sell	16,486 -23,478	-59%	-$1.26M	0.3%	86
2024 Q3	$2.01M	Buy	39,964 +1,674	+4%	+$80.4K	0.68%	40
2024 Q2	$1.91M	Buy	38,290 +25,188	+192%	+$1.12M	0.68%	40
2024 Q1	$573K	Buy	13,102 +5,680	+77%	+$234K	0.21%	109
2023 Q4	$282K	Buy	+7,422	New	+$245K	0.1%	133
2023 Q3	–	Sell	-6,930	Closed	-$223K	–	801
2023 Q2	$223K	Buy	+6,930	New	+$187K	0.09%	124

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

VisionPoint Advisory Group's QLD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its ProShares Ultra QQQ (QLD) stake by 25% in Q2 2026, selling an estimated $141K and leaving 4,837 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #267.

VisionPoint Advisory Group first reported a position in QLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q3 2024. 222 funds tracked by Wall St. Rank hold QLD as of Q2 2026.

VisionPoint Advisory Group held 4,837 shares of ProShares Ultra QQQ worth $468K as of Q2 2026.
VisionPoint Advisory Group sold 1,639 ProShares Ultra QQQ shares in Q2 2026, an estimated $141K.
ProShares Ultra QQQ made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #267 holding.
VisionPoint Advisory Group first reported a position in ProShares Ultra QQQ in Q2 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's ProShares Ultra QQQ position peaked at $2.01M in Q3 2024.
222 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.