CWM
QLD icon

Congress Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Congress Wealth Management’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
2022
Q1 		– Sell
-4,712
Closed -$210K – 631
2021
Q4 		$210K Buy
+4,712
New +$199K ﹤0.01% 587

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Congress Wealth Management's QLD Position: Q1 2022 in Review

Congress Wealth Management sold out of ProShares Ultra QQQ (QLD) in Q1 2022, closing a stake of 4,712 shares — an estimated $210K sold.

Congress Wealth Management first reported a position in QLD in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 124 funds tracked by Wall St. Rank hold QLD as of Q1 2022.

  • Congress Wealth Management reported no remaining ProShares Ultra QQQ position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 4,712 ProShares Ultra QQQ shares in Q1 2022, an estimated $210K.
  • Congress Wealth Management first reported a position in ProShares Ultra QQQ in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's ProShares Ultra QQQ position peaked at $210K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.