AFWM
QLD icon

Abich Financial Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$16.5K Sell
328
-14
-4% -$672 0.04% 167
2024
Q2 		$17.1K Buy
+342
New +$15.2K 0.01% 232

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Abich Financial Wealth Management's QLD Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its ProShares Ultra QQQ (QLD) stake by 4.1% in Q3 2024, selling an estimated $672 and leaving 328 shares worth $16.5K. The position accounts for 0.04% of the portfolio, ranked #167.

Abich Financial Wealth Management first reported a position in QLD in Q2 2024 and has held it in 2 quarters since. The position peaked at $17.1K in Q2 2024. 168 funds tracked by Wall St. Rank hold QLD as of Q3 2024.

  • Abich Financial Wealth Management held 328 shares of ProShares Ultra QQQ worth $16.5K as of Q3 2024.
  • Abich Financial Wealth Management sold 14 ProShares Ultra QQQ shares in Q3 2024, an estimated $672.
  • ProShares Ultra QQQ made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2024, its #167 holding.
  • Abich Financial Wealth Management first reported a position in ProShares Ultra QQQ in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's ProShares Ultra QQQ position peaked at $17.1K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.