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JTC Employer Solutions Trustee’s ProShares Ultra QQQ QLD Stock Holding History

JTC Employer Solutions Trustee’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
2023
Q3 		– Sell
-2,400
Closed -$77K – 366
2023
Q2 		$77K Buy
+2,400
New +$64.9K 0.01% 225

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

JTC Employer Solutions Trustee's QLD Position: Q3 2023 in Review

JTC Employer Solutions Trustee sold out of ProShares Ultra QQQ (QLD) in Q3 2023, closing a stake of 2,400 shares — an estimated $77K sold.

JTC Employer Solutions Trustee first reported a position in QLD in Q2 2023 and held it in 1 quarter. The position peaked at $77K in Q2 2023. 135 funds tracked by Wall St. Rank hold QLD as of Q3 2023.

  • JTC Employer Solutions Trustee reported no remaining ProShares Ultra QQQ position as of Q3 2023 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 2,400 ProShares Ultra QQQ shares in Q3 2023, an estimated $77K.
  • JTC Employer Solutions Trustee first reported a position in ProShares Ultra QQQ in Q2 2023 and held it in 1 quarter.
  • JTC Employer Solutions Trustee's ProShares Ultra QQQ position peaked at $77K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2023, filed 10 Oct 2023.