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Harel Insurance Investments & Financial Services’s ProShares Ultra QQQ QLD Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q1 		– Sell
-16
Closed -$1K – 844
2020
Q4 		$1K Hold
16
– – ﹤0.01% 709
2020
Q3 		$0 Hold
16
– – ﹤0.01% 695
2020
Q2 		$0 Hold
16
– – ﹤0.01% 568
2020
Q1 		$0 Hold
16
– – ﹤0.01% 512
2019
Q4 		$0 Hold
16
– – ﹤0.01% 543
2019
Q3 		$0 Buy
+16
New +$196 ﹤0.01% 556
2019
Q1 		– Sell
-640
Closed -$5K – 499
2018
Q4 		$5K Buy
+640
New +$6.44K ﹤0.01% 433

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harel Insurance Investments & Financial Services's QLD Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of ProShares Ultra QQQ (QLD) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Harel Insurance Investments & Financial Services first reported a position in QLD in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2018. 95 funds tracked by Wall St. Rank hold QLD as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining ProShares Ultra QQQ position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 16 ProShares Ultra QQQ shares in Q1 2021, an estimated $1K.
  • Harel Insurance Investments & Financial Services first reported a position in ProShares Ultra QQQ in Q4 2018 and held it in 7 quarters.
  • Harel Insurance Investments & Financial Services's ProShares Ultra QQQ position peaked at $5K in Q4 2018.
  • 95 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.