WGC
QLD icon

Watts Gwilliam & Co’s ProShares Ultra QQQ QLD Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$4.92M Buy
71,724
+1,002
+1% +$63K 0.79% 24
2025
Q2 		$4.77M Buy
70,722
+924
+1% +$44.9K 0.78% 24
2025
Q1 		$3.1M Buy
69,798
+192
+0.3% +$10.2K 0.67% 34
2024
Q4 		$3.82M Sell
69,606
-440
-0.6% -$23.6K 0.81% 29
2024
Q3 		$3.54M Buy
+70,046
New +$3.36M 0.77% 28
2024
Q1 		$3.06M Buy
+70,122
New +$2.89M 0.94% 22

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 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
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Watts Gwilliam & Co's QLD Position: Q3 2025 in Review

Watts Gwilliam & Co increased its ProShares Ultra QQQ (QLD) stake by 1.4% in Q3 2025, buying an estimated $63K and bringing the position to 71,724 shares worth $4.92M. The position accounts for 0.79% of the portfolio, ranked #24.

Watts Gwilliam & Co first reported a position in QLD in Q1 2024 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold QLD as of Q3 2025.

  • Watts Gwilliam & Co held 71,724 shares of ProShares Ultra QQQ worth $4.92M as of Q3 2025.
  • Watts Gwilliam & Co bought 1,002 ProShares Ultra QQQ shares in Q3 2025, an estimated $63K.
  • ProShares Ultra QQQ made up 0.79% of Watts Gwilliam & Co's portfolio in Q3 2025, its #24 holding.
  • Watts Gwilliam & Co first reported a position in ProShares Ultra QQQ in Q1 2024 and has held it in 6 quarters since.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.