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Integrated Advisors Network’s ProShares Ultra QQQ QLD Stock Holding History

Integrated Advisors Network’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
-9,136
Closed -$460K – 747
2024
Q3 		$460K Buy
9,136
+3,758
+70% +$180K 0.02% 496
2024
Q2 		$268K Sell
5,378
-4,720
-47% -$210K 0.01% 596
2024
Q1 		$442K Buy
10,098
+1,442
+17% +$59.4K 0.02% 495
2023
Q4 		$329K Sell
8,656
-8,196
-49% -$270K 0.02% 533
2023
Q3 		$500K Sell
16,852
-25,206
-60% -$809K 0.03% 418
2023
Q2 		$1.35M Sell
42,058
-6,616
-14% -$179K 0.08% 240
2023
Q1 		$1.21M Buy
+48,674
New +$1.03M 0.07% 256
2022
Q2 		– Sell
-52,678
Closed -$1.89M – 716
2022
Q1 		$1.89M Sell
52,678
-54,628
-51% -$1.92M 0.11% 201
2021
Q4 		$4.78M Buy
107,306
+6,018
+6% +$254K 0.28% 86
2021
Q3 		$3.69M Buy
101,288
+11,390
+13% +$440K 0.24% 114
2021
Q2 		$3.23M Sell
89,898
-166
-0.2% -$5.38K 0.24% 117
2021
Q1 		$2.64M Buy
90,064
+35,624
+65% +$1.06M 0.24% 121
2020
Q4 		$1.57M Buy
+54,440
New +$1.38M 0.17% 146
2020
Q1 		– Sell
-138,280
Closed -$2.11M – 433
2019
Q4 		$2.11M Buy
+138,280
New +$1.87M 0.28% 121

Other funds holding QLD

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

Integrated Advisors Network's QLD Position: Q4 2024 in Review

Integrated Advisors Network sold out of ProShares Ultra QQQ (QLD) in Q4 2024, closing a stake of 9,136 shares — an estimated $460K sold.

Integrated Advisors Network first reported a position in QLD in Q4 2019 and held it in 14 quarters. The position peaked at $4.78M in Q4 2021. 194 funds tracked by Wall St. Rank hold QLD as of Q4 2024.

  • Integrated Advisors Network reported no remaining ProShares Ultra QQQ position as of Q4 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 9,136 ProShares Ultra QQQ shares in Q4 2024, an estimated $460K.
  • Integrated Advisors Network first reported a position in ProShares Ultra QQQ in Q4 2019 and held it in 14 quarters.
  • Integrated Advisors Network's ProShares Ultra QQQ position peaked at $4.78M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.