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Financial Architects (New Jersey)’s ProShares Ultra QQQ QLD Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-1,600
Closed -$9K – 1480
2016
Q3 		$9K Buy
+1,600
New +$8.18K ﹤0.01% 1034

Other funds holding QLD

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Financial Architects (New Jersey)'s QLD Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of ProShares Ultra QQQ (QLD) in Q4 2016, closing a stake of 1,600 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in QLD in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 53 funds tracked by Wall St. Rank hold QLD as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining ProShares Ultra QQQ position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,600 ProShares Ultra QQQ shares in Q4 2016, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in ProShares Ultra QQQ in Q3 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s ProShares Ultra QQQ position peaked at $9K in Q3 2016.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.