BDO Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History

BDO Wealth Advisors’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 Q3	–	Sell	-96	Closed	-$3K	–	1107
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	952
2021 Q1	$3K	Buy	+96	New	+$2.85K	﹤0.01%	947

Other funds holding QLD

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

KCM

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

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

FNC

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

BDO Wealth Advisors's QLD Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Ultra QQQ (QLD) in Q3 2021, closing a stake of 96 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in QLD in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 123 funds tracked by Wall St. Rank hold QLD as of Q3 2021.

BDO Wealth Advisors reported no remaining ProShares Ultra QQQ position as of Q3 2021 after selling out during the quarter.
BDO Wealth Advisors sold 96 ProShares Ultra QQQ shares in Q3 2021, an estimated $3K.
BDO Wealth Advisors first reported a position in ProShares Ultra QQQ in Q1 2021 and held it in 2 quarters.
BDO Wealth Advisors's ProShares Ultra QQQ position peaked at $3K in Q2 2021.
123 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.