QLD — PROSHARES TR

Ownership history in Second Half Financial Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Second Half Financial Partners, LLC reported a position in PROSHARES TR (QLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2024 Q2)
Avg. % of fund
0.13%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,400 — 0% 0.15% $329K $68.58
2025 Q2 UNCHANGED 2,400 — 0% 0.13% $283K $58.82
2025 Q1 REDUCED 2,400 -10 -0.4% 0.11% $213K $44.36
2024 Q4 ADDED 2,410 +10 +0.4% 0.13% $261K $54.01
2024 Q3 UNCHANGED 2,400 — 0% 0.13% $242K $50.22
2024 Q2 UNCHANGED 2,400 — 0% 0.19% $240K $49.75
2024 Q1 INITIATED 2,400 — — 0.09% $210K —
% of Fund (quarterly)    QLD price (monthly, adj. close)

Other funds also holding QLD

As of 2025 Q4 — sorted by position size

Main Street Group, LTD 25.24% Dale Q Rice Investment Management Ltd 12.07% Howard Capital Management Inc. 3Y 7Y 11.19% CROWLEY WEALTH MANAGEMENT, INC. 4.9% Connective Capital Management, LLC 3Y 7Y 4.38% PMV Capital Advisers, LLC 4.27% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 2.01% GenWealth Group, Inc. 3Y 7Y 1.67% Focus Financial Network, Inc. 1.47% Richmond Brothers, Inc. 3Y 1.31%
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