CWP
QLD icon

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

Capital 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
Q4 		– Sell
-22,032
Closed -$802K – 123
2021
Q3 		$802K Buy
+22,032
New +$852K 0.02% 56

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Capital Wealth Planning's QLD Position: Q4 2021 in Review

Capital Wealth Planning sold out of ProShares Ultra QQQ (QLD) in Q4 2021, closing a stake of 22,032 shares — an estimated $802K sold.

Capital Wealth Planning first reported a position in QLD in Q3 2021 and held it in 1 quarter. The position peaked at $802K in Q3 2021. 144 funds tracked by Wall St. Rank hold QLD as of Q4 2021.

  • Capital Wealth Planning reported no remaining ProShares Ultra QQQ position as of Q4 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 22,032 ProShares Ultra QQQ shares in Q4 2021, an estimated $802K.
  • Capital Wealth Planning first reported a position in ProShares Ultra QQQ in Q3 2021 and held it in 1 quarter.
  • Capital Wealth Planning's ProShares Ultra QQQ position peaked at $802K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.