Cetera Investment Advisers
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Cetera Investment Advisers’s ProShares Ultra QQQ QLD Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-15,474
Closed -$588K – 3727
2023
Q4 		$588K Buy
+15,474
New +$510K ﹤0.01% 1404
2022
Q1 		– Sell
-6,988
Closed -$311K – 1974
2021
Q4 		$311K Buy
+6,988
New +$295K ﹤0.01% 1473

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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers's QLD Position: Q1 2024 in Review

Cetera Investment Advisers sold out of ProShares Ultra QQQ (QLD) in Q1 2024, closing a stake of 15,474 shares — an estimated $588K sold.

Cetera Investment Advisers first reported a position in QLD in Q4 2021 and held it in 2 quarters. The position peaked at $588K in Q4 2023. 160 funds tracked by Wall St. Rank hold QLD as of Q1 2024.

  • Cetera Investment Advisers reported no remaining ProShares Ultra QQQ position as of Q1 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 15,474 ProShares Ultra QQQ shares in Q1 2024, an estimated $588K.
  • Cetera Investment Advisers first reported a position in ProShares Ultra QQQ in Q4 2021 and held it in 2 quarters.
  • Cetera Investment Advisers's ProShares Ultra QQQ position peaked at $588K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.