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Advisor Resource Council’s ProShares Ultra QQQ QLD Stock Holding History

Advisor Resource Council’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
2022
Q1 		– Sell
-12,440
Closed -$554K – 452
2021
Q4 		$554K Buy
+12,440
New +$525K 0.04% 312
2021
Q3 		– Sell
-12,440
Closed -$447K – 417
2021
Q2 		$447K Buy
+12,440
New +$403K 0.05% 320

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Advisor Resource Council's QLD Position: Q1 2022 in Review

Advisor Resource Council sold out of ProShares Ultra QQQ (QLD) in Q1 2022, closing a stake of 12,440 shares — an estimated $554K sold.

Advisor Resource Council first reported a position in QLD in Q2 2021 and held it in 2 quarters. The position peaked at $554K in Q4 2021. 124 funds tracked by Wall St. Rank hold QLD as of Q1 2022.

  • Advisor Resource Council reported no remaining ProShares Ultra QQQ position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 12,440 ProShares Ultra QQQ shares in Q1 2022, an estimated $554K.
  • Advisor Resource Council first reported a position in ProShares Ultra QQQ in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's ProShares Ultra QQQ position peaked at $554K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.