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Kohmann Bosshard Financial Services’s ProShares Ultra QQQ QLD Stock Holding History

Kohmann Bosshard Financial Services’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
-24,000
Closed -$773K – 191
2023
Q2 		$773K Buy
24,000
+10,000
+71% +$271K 0.13% 79
2023
Q1 		$347K Buy
+14,000
New +$297K 0.07% 108

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

Kohmann Bosshard Financial Services's QLD Position: Q3 2023 in Review

Kohmann Bosshard Financial Services sold out of ProShares Ultra QQQ (QLD) in Q3 2023, closing a stake of 24,000 shares — an estimated $773K sold.

Kohmann Bosshard Financial Services first reported a position in QLD in Q1 2023 and held it in 2 quarters. The position peaked at $773K in Q2 2023. 135 funds tracked by Wall St. Rank hold QLD as of Q3 2023.

  • Kohmann Bosshard Financial Services reported no remaining ProShares Ultra QQQ position as of Q3 2023 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 24,000 ProShares Ultra QQQ shares in Q3 2023, an estimated $773K.
  • Kohmann Bosshard Financial Services first reported a position in ProShares Ultra QQQ in Q1 2023 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's ProShares Ultra QQQ position peaked at $773K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2023.

Based on Kohmann Bosshard Financial Services's 13F filing for Q3 2023, filed 12 Oct 2023.