FFA
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First Foundation Advisors’s ProShares Ultra QQQ QLD Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-27,310
Closed -$810K – 450
2023
Q3 		$810K Buy
+27,310
New +$877K 0.04% 193
2023
Q1 		– Sell
-22,418
Closed -$393K – 413
2022
Q4 		$393K Buy
+22,418
New +$431K 0.02% 277

Other funds holding QLD

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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

First Foundation Advisors's QLD Position: Q4 2023 in Review

First Foundation Advisors sold out of ProShares Ultra QQQ (QLD) in Q4 2023, closing a stake of 27,310 shares — an estimated $810K sold.

First Foundation Advisors first reported a position in QLD in Q4 2022 and held it in 2 quarters. The position peaked at $810K in Q3 2023. 159 funds tracked by Wall St. Rank hold QLD as of Q4 2023.

  • First Foundation Advisors reported no remaining ProShares Ultra QQQ position as of Q4 2023 after selling out during the quarter.
  • First Foundation Advisors sold 27,310 ProShares Ultra QQQ shares in Q4 2023, an estimated $810K.
  • First Foundation Advisors first reported a position in ProShares Ultra QQQ in Q4 2022 and held it in 2 quarters.
  • First Foundation Advisors's ProShares Ultra QQQ position peaked at $810K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.