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Bernardo Wealth Planning’s ProShares Ultra QQQ QLD Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-9,400
Closed -$270K – 133
2020
Q4 		$270K Hold
9,400
– – 0.1% 143
2020
Q3 		$215K Buy
+9,400
New +$207K 0.1% 146

Other funds holding QLD

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bernardo Wealth Planning's QLD Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of ProShares Ultra QQQ (QLD) in Q1 2021, closing a stake of 9,400 shares — an estimated $270K sold.

Bernardo Wealth Planning first reported a position in QLD in Q3 2020 and held it in 2 quarters. The position peaked at $270K in Q4 2020. 95 funds tracked by Wall St. Rank hold QLD as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining ProShares Ultra QQQ position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 9,400 ProShares Ultra QQQ shares in Q1 2021, an estimated $270K.
  • Bernardo Wealth Planning first reported a position in ProShares Ultra QQQ in Q3 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's ProShares Ultra QQQ position peaked at $270K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.