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

Canvas 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
2024
Q2 		– Sell
-6,000
Closed -$240K – 163
2024
Q1 		$240K Buy
+6,000
New +$247K 0.08% 125

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Canvas Wealth Advisors's QLD Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of ProShares Ultra QQQ (QLD) in Q2 2024, closing a stake of 6,000 shares — an estimated $240K sold.

Canvas Wealth Advisors first reported a position in QLD in Q1 2024 and held it in 1 quarter. The position peaked at $240K in Q1 2024. 163 funds tracked by Wall St. Rank hold QLD as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining ProShares Ultra QQQ position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 6,000 ProShares Ultra QQQ shares in Q2 2024, an estimated $240K.
  • Canvas Wealth Advisors first reported a position in ProShares Ultra QQQ in Q1 2024 and held it in 1 quarter.
  • Canvas Wealth Advisors's ProShares Ultra QQQ position peaked at $240K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.