ACM
QLD icon

Antonetti Capital Management’s ProShares Ultra QQQ QLD Stock Holding History

Antonetti Capital 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
Q3 		$594 Sell
20
-100
-83% -$3.21K ﹤0.01% 301
2023
Q2 		$3.86K Sell
120
-80
-40% -$2.16K 0.01% 257
2023
Q1 		$4.96K Buy
200
+80
+67% +$1.7K 0.01% 256
2022
Q4 		$2.1K Sell
120
-130
-52% -$2.5K ﹤0.01% 279
2022
Q3 		$5K Buy
+250
New +$5.94K 0.01% 260

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Antonetti Capital Management's QLD Position: Q3 2023 in Review

Antonetti Capital Management reduced its ProShares Ultra QQQ (QLD) stake by 83% in Q3 2023, selling an estimated $3.21K and leaving 20 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Antonetti Capital Management first reported a position in QLD in Q3 2022 and has held it in 5 quarters since. The position peaked at $5K in Q3 2022. 135 funds tracked by Wall St. Rank hold QLD as of Q3 2023.

  • Antonetti Capital Management held 20 shares of ProShares Ultra QQQ worth $594 as of Q3 2023.
  • Antonetti Capital Management sold 100 ProShares Ultra QQQ shares in Q3 2023, an estimated $3.21K.
  • ProShares Ultra QQQ made up ﹤0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #301 holding.
  • Antonetti Capital Management first reported a position in ProShares Ultra QQQ in Q3 2022 and has held it in 5 quarters since.
  • Antonetti Capital Management's ProShares Ultra QQQ position peaked at $5K in Q3 2022.
  • 135 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.