JPLA
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Joseph P. Lucia & Associates’s ProShares Ultra QQQ QLD Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q2 		– Sell
-800
Closed -$9K – 496
2020
Q1 		$9K Buy
+800
New +$12K 0.01% 297

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Joseph P. Lucia & Associates's QLD Position: Q2 2020 in Review

Joseph P. Lucia & Associates sold out of ProShares Ultra QQQ (QLD) in Q2 2020, closing a stake of 800 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in QLD in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 85 funds tracked by Wall St. Rank hold QLD as of Q2 2020.

  • Joseph P. Lucia & Associates reported no remaining ProShares Ultra QQQ position as of Q2 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 800 ProShares Ultra QQQ shares in Q2 2020, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in ProShares Ultra QQQ in Q1 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's ProShares Ultra QQQ position peaked at $9K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2020, filed 10 Jul 2020.