AWM
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Activest Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Activest 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
2023
Q1 		– Sell
-1,320
Closed -$23.1K – 501
2022
Q4 		$23.1K Hold
1,320
– – 0.01% 246
2022
Q3 		$24K Buy
+1,320
New +$31.4K 0.01% 238

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Activest Wealth Management's QLD Position: Q1 2023 in Review

Activest Wealth Management sold out of ProShares Ultra QQQ (QLD) in Q1 2023, closing a stake of 1,320 shares — an estimated $23.1K sold.

Activest Wealth Management first reported a position in QLD in Q3 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 119 funds tracked by Wall St. Rank hold QLD as of Q1 2023.

  • Activest Wealth Management reported no remaining ProShares Ultra QQQ position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,320 ProShares Ultra QQQ shares in Q1 2023, an estimated $23.1K.
  • Activest Wealth Management first reported a position in ProShares Ultra QQQ in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's ProShares Ultra QQQ position peaked at $24K in Q3 2022.
  • 119 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.