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Wealthspire Advisors (New York)’s ProShares Ultra QQQ QLD Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$220K Hold
3,608
– – ﹤0.01% 830
2025
Q4 		$254K Hold
3,608
– – ﹤0.01% 875
2025
Q3 		$248K Hold
3,608
– – ﹤0.01% 731
2025
Q2 		$212K Buy
+3,608
New +$175K ﹤0.01% 775

Other funds holding QLD

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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Wealthspire Advisors (New York)'s QLD Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its ProShares Ultra QQQ (QLD) position steady in Q1 2026 at 3,608 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Wealthspire Advisors (New York) first reported a position in QLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 190 funds tracked by Wall St. Rank hold QLD as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,608 shares of ProShares Ultra QQQ worth $220K as of Q1 2026.
  • Wealthspire Advisors (New York) left its ProShares Ultra QQQ share count unchanged in Q1 2026.
  • ProShares Ultra QQQ made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #830 holding.
  • Wealthspire Advisors (New York) first reported a position in ProShares Ultra QQQ in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s ProShares Ultra QQQ position peaked at $254K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.