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Jackson Grant Investment Advisers’s ProShares Ultra QQQ QLD Stock Holding History

Jackson Grant Investment Advisers’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
2022
Q2 		– Sell
-300
Closed -$11K – 362
2022
Q1 		$11K Buy
300
+100
+50% +$3.51K ﹤0.01% 325
2021
Q4 		$9K Buy
+200
New +$8.44K ﹤0.01% 270
2018
Q4 		– Sell
-576
Closed -$7K – 252
2018
Q3 		$7K Buy
+576
New +$6.89K ﹤0.01% 197

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Jackson Grant Investment Advisers's QLD Position: Q2 2022 in Review

Jackson Grant Investment Advisers sold out of ProShares Ultra QQQ (QLD) in Q2 2022, closing a stake of 300 shares — an estimated $11K sold.

Jackson Grant Investment Advisers first reported a position in QLD in Q3 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 103 funds tracked by Wall St. Rank hold QLD as of Q2 2022.

  • Jackson Grant Investment Advisers reported no remaining ProShares Ultra QQQ position as of Q2 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 300 ProShares Ultra QQQ shares in Q2 2022, an estimated $11K.
  • Jackson Grant Investment Advisers first reported a position in ProShares Ultra QQQ in Q3 2018 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's ProShares Ultra QQQ position peaked at $11K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.