Badgley, Phelps & Bell’s ProShares Ultra QQQ QLD Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$230K	Buy	+6,402	New	+$207K	0.01%	203

Other funds holding QLD

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Badgley, Phelps & Bell's QLD Position: Q2 2021 in Review

Badgley, Phelps & Bell opened a new position in ProShares Ultra QQQ (QLD) in Q2 2021: 6,402 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings.

118 funds tracked by Wall St. Rank hold QLD as of Q2 2021.

Badgley, Phelps & Bell held 6,402 shares of ProShares Ultra QQQ worth $230K as of Q2 2021.
ProShares Ultra QQQ was a new Badgley, Phelps & Bell position in Q2 2021.
ProShares Ultra QQQ made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #203 holding.
118 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.