Kings Point Capital Management’s ProShares Ultra QQQ QLD Stock Holding History

Kings Point Capital 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
2022 Q1	$35K	Hold	960	–	–	﹤0.01%	398
2021 Q4	$43K	Hold	960	–	–	﹤0.01%	411
2021 Q3	$35K	Hold	960	–	–	﹤0.01%	412
2021 Q2	$34K	Hold	960	–	–	﹤0.01%	397
2021 Q1	$28K	Hold	960	–	–	﹤0.01%	411
2020 Q4	$28K	Hold	960	–	–	﹤0.01%	386
2020 Q3	$22K	Hold	960	–	–	﹤0.01%	400
2020 Q2	$18K	Hold	960	–	–	﹤0.01%	375
2020 Q1	$11K	Hold	960	–	–	﹤0.01%	441
2019 Q4	$15K	Hold	960	–	–	﹤0.01%	449
2019 Q3	$12K	Hold	960	–	–	﹤0.01%	459
2019 Q2	$12K	Hold	960	–	–	﹤0.01%	402
2019 Q1	$11K	Buy	+960	New	+$9.68K	﹤0.01%	350
2018 Q4	–	Sell	-960	Closed	-$12K	–	363
2018 Q3	$12K	Buy	+960	New	+$11.5K	﹤0.01%	348
2018 Q1	–	Sell	-4,160	Closed	-$38K	–	376
2017 Q4	$38K	Hold	4,160	–	–	0.01%	258
2017 Q3	$33K	Hold	4,160	–	–	0.01%	257
2017 Q2	$30K	Hold	4,160	–	–	0.01%	257
2017 Q1	$28K	Hold	4,160	–	–	0.01%	270
2016 Q4	$22K	Hold	4,160	–	–	0.01%	260
2016 Q3	$23K	Hold	4,160	–	–	0.01%	245
2016 Q2	$19K	Hold	4,160	–	–	﹤0.01%	257
2016 Q1	$19K	Hold	4,160	–	–	﹤0.01%	266
2015 Q4	$20K	Hold	4,160	–	–	0.01%	294
2015 Q3	$17K	Hold	4,160	–	–	﹤0.01%	321
2015 Q2	$19K	Hold	4,160	–	–	﹤0.01%	300
2015 Q1	$19K	Hold	4,160	–	–	﹤0.01%	304
2014 Q4	$18K	Hold	4,160	–	–	﹤0.01%	291
2014 Q3	$16K	Hold	4,160	–	–	﹤0.01%	275
2014 Q2	$15K	Hold	4,160	–	–	﹤0.01%	288
2014 Q1	$13K	Hold	4,160	–	–	﹤0.01%	250
2013 Q4	$13K	Hold	4,160	–	–	﹤0.01%	241
2013 Q3	$10K	Buy	+4,160	New	+$9.7K	﹤0.01%	262

Other funds holding QLD

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Kings Point Capital Management's QLD Position: Q1 2022 in Review

Kings Point Capital Management held its ProShares Ultra QQQ (QLD) position steady in Q1 2022 at 960 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Kings Point Capital Management first reported a position in QLD in Q3 2013 and has held it in 32 quarters since. The position peaked at $43K in Q4 2021. 124 funds tracked by Wall St. Rank hold QLD as of Q1 2022.

Kings Point Capital Management held 960 shares of ProShares Ultra QQQ worth $35K as of Q1 2022.
Kings Point Capital Management left its ProShares Ultra QQQ share count unchanged in Q1 2022.
ProShares Ultra QQQ made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #398 holding.
Kings Point Capital Management first reported a position in ProShares Ultra QQQ in Q3 2013 and has held it in 32 quarters since.
Kings Point Capital Management's ProShares Ultra QQQ position peaked at $43K in Q4 2021.
124 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.