AWE
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Avidian Wealth Enterprises’s ProShares Ultra QQQ QLD Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-20,000
Closed -$760K – 458
2023
Q4 		$760K Buy
+20,000
New +$659K 0.05% 194

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Avidian Wealth Enterprises's QLD Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of ProShares Ultra QQQ (QLD) in Q1 2024, closing a stake of 20,000 shares — an estimated $760K sold.

Avidian Wealth Enterprises first reported a position in QLD in Q4 2023 and held it in 1 quarter. The position peaked at $760K in Q4 2023. 160 funds tracked by Wall St. Rank hold QLD as of Q1 2024.

  • Avidian Wealth Enterprises reported no remaining ProShares Ultra QQQ position as of Q1 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 20,000 ProShares Ultra QQQ shares in Q1 2024, an estimated $760K.
  • Avidian Wealth Enterprises first reported a position in ProShares Ultra QQQ in Q4 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's ProShares Ultra QQQ position peaked at $760K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.