Blue Trust Inc’s ProShares Ultra QQQ QLD Stock Holding History

Blue Trust Inc’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
2023 Q2	–	Sell	-92	Closed	-$2K	–	2423
2023 Q1	$2K	Buy	+92	New	+$1.95K	﹤0.01%	2037

Other funds holding QLD

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

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

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

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

Blue Trust Inc's QLD Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Ultra QQQ (QLD) in Q2 2023, closing a stake of 92 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in QLD in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 131 funds tracked by Wall St. Rank hold QLD as of Q2 2023.

Blue Trust Inc reported no remaining ProShares Ultra QQQ position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 92 ProShares Ultra QQQ shares in Q2 2023, an estimated $2K.
Blue Trust Inc first reported a position in ProShares Ultra QQQ in Q1 2023 and held it in 1 quarter.
Blue Trust Inc's ProShares Ultra QQQ position peaked at $2K in Q1 2023.
131 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.