DI
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Disciplined Investments’s ProShares Ultra QQQ QLD Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-432
Closed -$10K – 391
2020
Q3 		$10K Hold
432
– – 0.01% 262
2020
Q2 		$8K Hold
432
– – 0.01% 287
2020
Q1 		$5K Hold
432
– – ﹤0.01% 324
2019
Q4 		$7K Buy
+432
New +$5.85K 0.01% 313

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Disciplined Investments's QLD Position: Q4 2020 in Review

Disciplined Investments sold out of ProShares Ultra QQQ (QLD) in Q4 2020, closing a stake of 432 shares — an estimated $10K sold.

Disciplined Investments first reported a position in QLD in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q3 2020. 107 funds tracked by Wall St. Rank hold QLD as of Q4 2020.

  • Disciplined Investments reported no remaining ProShares Ultra QQQ position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 432 ProShares Ultra QQQ shares in Q4 2020, an estimated $10K.
  • Disciplined Investments first reported a position in ProShares Ultra QQQ in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's ProShares Ultra QQQ position peaked at $10K in Q3 2020.
  • 107 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.