JFGIW
QLD icon

Johnson Financial Group Inc (Wisconsin)’s ProShares Ultra QQQ QLD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-1,472
Closed -$82.4K – 926
2024
Q4 		$82.4K Buy
+1,472
New +$78.8K ﹤0.01% 398
2024
Q3 		– Sell
-1,664
Closed -$83.1K – 1022
2024
Q2 		$83.1K Sell
1,664
-276
-14% -$12.3K ﹤0.01% 397
2024
Q1 		$84.9K Buy
+1,940
New +$80K ﹤0.01% 372

Other funds holding QLD

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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s QLD Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of ProShares Ultra QQQ (QLD) in Q1 2025, closing a stake of 1,472 shares — an estimated $82.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in QLD in Q1 2024 and held it in 3 quarters. The position peaked at $84.9K in Q1 2024. 168 funds tracked by Wall St. Rank hold QLD as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining ProShares Ultra QQQ position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,472 ProShares Ultra QQQ shares in Q1 2025, an estimated $82.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in ProShares Ultra QQQ in Q1 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s ProShares Ultra QQQ position peaked at $84.9K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.