Freedom Investment Management’s ProShares Ultra QQQ QLD Stock Holding History

Freedom Investment Management’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
2024 Q4	–	Sell	-37,962	Closed	-$1.91M	–	809
2024 Q3	$1.91M	Buy	+37,962	New	+$1.82M	0.15%	121
2024 Q2	–	Sell	-7,794	Closed	-$341K	–	848
2024 Q1	$341K	Sell	7,794 -13,256	-63%	-$546K	0.03%	558
2023 Q4	$800K	Sell	21,050 -16,042	-43%	-$529K	0.07%	315
2023 Q3	$1.1M	Sell	37,092 -36,380	-50%	-$1.17M	0.13%	183
2023 Q2	$2.37M	Buy	73,472 +10,794	+17%	+$292K	0.27%	77
2023 Q1	$1.55M	Buy	+62,678	New	+$1.33M	0.18%	153

Other funds holding QLD

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Freedom Investment Management's QLD Position: Q4 2024 in Review

Freedom Investment Management sold out of ProShares Ultra QQQ (QLD) in Q4 2024, closing a stake of 37,962 shares — an estimated $1.91M sold.

Freedom Investment Management first reported a position in QLD in Q1 2023 and held it in 6 quarters. The position peaked at $2.37M in Q2 2023. 194 funds tracked by Wall St. Rank hold QLD as of Q4 2024.

Freedom Investment Management reported no remaining ProShares Ultra QQQ position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 37,962 ProShares Ultra QQQ shares in Q4 2024, an estimated $1.91M.
Freedom Investment Management first reported a position in ProShares Ultra QQQ in Q1 2023 and held it in 6 quarters.
Freedom Investment Management's ProShares Ultra QQQ position peaked at $2.37M in Q2 2023.
194 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.