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Institutional & Family Asset Management’s ProShares Ultra QQQ QLD Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-328
Closed -$12K – 903
2021
Q3 		$12K Sell
328
-232
-41% -$8.97K ﹤0.01% 528
2021
Q2 		$20K Buy
+560
New +$18.1K ﹤0.01% 485
2020
Q2 		– Sell
-8
Closed – – 895
2020
Q1 		$0 Sell
8
-48
-86% -$718 ﹤0.01% 888
2019
Q4 		$1K Buy
+56
New +$758 ﹤0.01% 826

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Institutional & Family Asset Management's QLD Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of ProShares Ultra QQQ (QLD) in Q4 2021, closing a stake of 328 shares — an estimated $12K sold.

Institutional & Family Asset Management first reported a position in QLD in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 144 funds tracked by Wall St. Rank hold QLD as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra QQQ position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 328 ProShares Ultra QQQ shares in Q4 2021, an estimated $12K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra QQQ in Q4 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's ProShares Ultra QQQ position peaked at $20K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.