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Jackson Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Jackson Wealth 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
2015
Q3 		– Sell
-150,576
Closed -$684K – 133
2015
Q2 		$684K Buy
+150,576
New +$709K 0.23% 85

Other funds holding QLD

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Jackson Wealth Management's QLD Position: Q3 2015 in Review

Jackson Wealth Management sold out of ProShares Ultra QQQ (QLD) in Q3 2015, closing a stake of 150,576 shares — an estimated $684K sold.

Jackson Wealth Management first reported a position in QLD in Q2 2015 and held it in 1 quarter. The position peaked at $684K in Q2 2015. 48 funds tracked by Wall St. Rank hold QLD as of Q3 2015.

  • Jackson Wealth Management reported no remaining ProShares Ultra QQQ position as of Q3 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 150,576 ProShares Ultra QQQ shares in Q3 2015, an estimated $684K.
  • Jackson Wealth Management first reported a position in ProShares Ultra QQQ in Q2 2015 and held it in 1 quarter.
  • Jackson Wealth Management's ProShares Ultra QQQ position peaked at $684K in Q2 2015.
  • 48 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2015.

Based on Jackson Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.