Core Wealth Advisors (Florida)’s ProShares Ultra QQQ QLD Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q2	–	Sell	-148	Closed	-$3.67K	–	272
2023 Q1	$3.67K	Hold	148	–	–	﹤0.01%	209
2022 Q4	$2.59K	Hold	148	–	–	﹤0.01%	232
2022 Q3	$3K	Sell	148 -252	-63%	-$5.99K	﹤0.01%	196
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	155
2022 Q1	$14K	Buy	400 +200	+100%	+$7.03K	0.01%	134
2021 Q4	$9K	Sell	200 -190	-49%	-$8.02K	0.01%	159
2021 Q3	$14K	Buy	390 +250	+179%	+$9.66K	0.01%	125
2021 Q2	$5K	Buy	+140	New	+$4.54K	﹤0.01%	155

Other funds holding QLD

Clearstead Trust Portland, Maine $765M AUM 36.91% 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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s QLD Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of ProShares Ultra QQQ (QLD) in Q2 2023, closing a stake of 148 shares — an estimated $3.67K sold.

Core Wealth Advisors (Florida) first reported a position in QLD in Q2 2021 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 130 funds tracked by Wall St. Rank hold QLD as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining ProShares Ultra QQQ position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 148 ProShares Ultra QQQ shares in Q2 2023, an estimated $3.67K.
Core Wealth Advisors (Florida) first reported a position in ProShares Ultra QQQ in Q2 2021 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s ProShares Ultra QQQ position peaked at $14K in Q1 2022.
130 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.