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Klingman & Associates’s ProShares Ultra QQQ QLD Stock Holding History

Klingman & 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
2025
Q1 		– Sell
-5,032
Closed -$272K – 271
2024
Q4 		$272K Hold
5,032
– – 0.02% 214
2024
Q3 		$253K Buy
+5,032
New +$242K 0.02% 237

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

Klingman & Associates's QLD Position: Q1 2025 in Review

Klingman & Associates sold out of ProShares Ultra QQQ (QLD) in Q1 2025, closing a stake of 5,032 shares — an estimated $272K sold.

Klingman & Associates first reported a position in QLD in Q3 2024 and held it in 2 quarters. The position peaked at $272K in Q4 2024. 168 funds tracked by Wall St. Rank hold QLD as of Q1 2025.

  • Klingman & Associates reported no remaining ProShares Ultra QQQ position as of Q1 2025 after selling out during the quarter.
  • Klingman & Associates sold 5,032 ProShares Ultra QQQ shares in Q1 2025, an estimated $272K.
  • Klingman & Associates first reported a position in ProShares Ultra QQQ in Q3 2024 and held it in 2 quarters.
  • Klingman & Associates's ProShares Ultra QQQ position peaked at $272K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2025.

Based on Klingman & Associates's 13F filing for Q1 2025, filed 13 May 2025.