Blue Bell Private Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Blue Bell Private Wealth 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
2020 Q3	–	Sell	-112	Closed	–	–	201
2020 Q2	$0	Hold	112	–	–	﹤0.01%	201
2020 Q1	$1K	Buy	+112	New	+$1.68K	﹤0.01%	198

Other funds holding QLD

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

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

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

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

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

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

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Blue Bell Private Wealth Management's QLD Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of ProShares Ultra QQQ (QLD) in Q3 2020, closing a stake of 112 shares.

Blue Bell Private Wealth Management first reported a position in QLD in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 88 funds tracked by Wall St. Rank hold QLD as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining ProShares Ultra QQQ position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 112 ProShares Ultra QQQ shares in Q3 2020.
Blue Bell Private Wealth Management first reported a position in ProShares Ultra QQQ in Q1 2020 and held it in 2 quarters.
Blue Bell Private Wealth Management's ProShares Ultra QQQ position peaked at $1K in Q1 2020.
88 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.