DIP
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DT Investment Partners’s ProShares Ultra QQQ QLD Stock Holding History

DT Investment 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
2025
Q1 		– Sell
-56
Closed -$3.03K – 562
2024
Q4 		$3.03K Hold
56
– – ﹤0.01% 522
2024
Q3 		$2.82K Hold
56
– – ﹤0.01% 583
2024
Q2 		$2.79K Hold
56
– – ﹤0.01% 471
2024
Q1 		$2.45K Hold
56
– – ﹤0.01% 425
2023
Q4 		$2.28K Buy
56
+16
+40% +$528 ﹤0.01% 429
2023
Q3 		$1.19K Hold
40
– – ﹤0.01% 444
2023
Q2 		$1.37K Buy
+40
New +$1.08K ﹤0.01% 446

Other funds holding QLD

GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

DT Investment Partners's QLD Position: Q1 2025 in Review

DT Investment Partners sold out of ProShares Ultra QQQ (QLD) in Q1 2025, closing a stake of 56 shares — an estimated $3.03K sold.

DT Investment Partners first reported a position in QLD in Q2 2023 and held it in 7 quarters. The position peaked at $3.03K in Q4 2024. 168 funds tracked by Wall St. Rank hold QLD as of Q1 2025.

  • DT Investment Partners reported no remaining ProShares Ultra QQQ position as of Q1 2025 after selling out during the quarter.
  • DT Investment Partners sold 56 ProShares Ultra QQQ shares in Q1 2025, an estimated $3.03K.
  • DT Investment Partners first reported a position in ProShares Ultra QQQ in Q2 2023 and held it in 7 quarters.
  • DT Investment Partners's ProShares Ultra QQQ position peaked at $3.03K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2025.

Based on DT Investment Partners's 13F filing for Q1 2025, filed 29 Apr 2025.