CIBC Private Wealth Group

CIBC Private Wealth Group’s ProShares Ultra QQQ QLD Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$466K	Hold	6,618	–	–	﹤0.01%	906
2025 Q3	$454K	Sell	6,618 -14,720	-69%	-$925K	﹤0.01%	891
2025 Q2	$1.26M	Hold	21,338	–	–	﹤0.01%	632
2025 Q1	$740K	Hold	21,338	–	–	﹤0.01%	712
2024 Q4	$1.17M	Hold	21,338	–	–	﹤0.01%	661
2024 Q3	$1.07M	Hold	21,338	–	–	﹤0.01%	674
2024 Q2	$1.15M	Hold	21,338	–	–	﹤0.01%	638
2024 Q1	$938K	Buy	21,338 +2	+0%	+$82	﹤0.01%	686
2023 Q4	$811K	Sell	21,336 -620	-3%	-$20.4K	﹤0.01%	681
2023 Q3	$652K	Buy	21,956 +620	+3%	+$19.9K	﹤0.01%	693
2023 Q2	$687K	Hold	21,336	–	–	﹤0.01%	641
2023 Q1	$529K	Hold	21,336	–	–	﹤0.01%	694
2022 Q4	$374	Hold	21,336	–	–	﹤0.01%	805
2022 Q3	$391K	Hold	21,336	–	–	﹤0.01%	747
2022 Q2	$442K	Hold	21,336	–	–	﹤0.01%	728
2022 Q1	$767K	Hold	21,336	–	–	﹤0.01%	678
2021 Q4	$950K	Hold	21,336	–	–	﹤0.01%	661
2021 Q3	$776K	Hold	21,336	–	–	﹤0.01%	660
2021 Q2	$766K	Hold	21,336	–	–	﹤0.01%	719
2021 Q1	$625K	Hold	21,336	–	–	﹤0.01%	761
2020 Q4	$614K	Hold	21,336	–	–	﹤0.01%	735
2020 Q3	$489K	Buy	+21,336	New	+$470K	﹤0.01%	687
2020 Q2	–	Sell	-21,120	Closed	-$236K	–	759
2020 Q1	$236K	Hold	21,120	–	–	﹤0.01%	771
2019 Q4	$322K	Hold	21,120	–	–	﹤0.01%	789
2019 Q3	$255K	Hold	21,120	–	–	﹤0.01%	812
2019 Q2	$253K	Sell	21,120 -2,560	-11%	-$30K	﹤0.01%	850
2019 Q1	$266K	Buy	+23,680	New	+$239K	﹤0.01%	847
2018 Q4	–	Sell	-23,680	Closed	-$298K	–	938
2018 Q3	$298K	Hold	23,680	–	–	﹤0.01%	864
2018 Q2	$256K	Hold	23,680	–	–	﹤0.01%	880
2018 Q1	$226K	Hold	23,680	–	–	﹤0.01%	912
2017 Q4	$217K	Sell	23,680 -9,992	-30%	-$88.1K	﹤0.01%	922
2017 Q3	$270K	Buy	+33,672	New	+$263K	﹤0.01%	855

Other funds holding QLD

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

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Dedeker Financial St. Louis Park, Minnesota $115M AUM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return