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Curran Financial Partners’s ProShares Ultra QQQ QLD Stock Holding History

Curran Financial Partners’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
Q2 		– Sell
-5,866
Closed -$211K – 66
2022
Q1 		$211K Sell
5,866
-646
-10% -$22.7K 0.09% 71
2021
Q4 		$290K Sell
6,512
-80
-1% -$3.38K 0.12% 59
2021
Q3 		$240K Sell
6,592
-1,396
-17% -$54K 0.12% 54
2021
Q2 		$287K Buy
+7,988
New +$259K 0.16% 56

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Curran Financial Partners's QLD Position: Q2 2022 in Review

Curran Financial Partners sold out of ProShares Ultra QQQ (QLD) in Q2 2022, closing a stake of 5,866 shares — an estimated $211K sold.

Curran Financial Partners first reported a position in QLD in Q2 2021 and held it in 4 quarters. The position peaked at $290K in Q4 2021. 103 funds tracked by Wall St. Rank hold QLD as of Q2 2022.

  • Curran Financial Partners reported no remaining ProShares Ultra QQQ position as of Q2 2022 after selling out during the quarter.
  • Curran Financial Partners sold 5,866 ProShares Ultra QQQ shares in Q2 2022, an estimated $211K.
  • Curran Financial Partners first reported a position in ProShares Ultra QQQ in Q2 2021 and held it in 4 quarters.
  • Curran Financial Partners's ProShares Ultra QQQ position peaked at $290K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2022.

Based on Curran Financial Partners's 13F filing for Q2 2022, filed 5 Aug 2022.