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Ladenburg Thalmann Financial Services’s ProShares Ultra QQQ QLD Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$78K Buy
5,104
+2,736
+116% +$37.1K ﹤0.01% 3202
2019
Q3 		$29K Sell
2,368
-848
-26% -$10.4K ﹤0.01% 3798
2019
Q2 		$39K Buy
+3,216
New +$37.7K ﹤0.01% 3626
2015
Q3 		– Sell
-24,320
Closed -$111K – 4702
2015
Q2 		$111K Buy
24,320
+4,800
+25% +$22.6K ﹤0.01% 2026
2015
Q1 		$87K Buy
19,520
+7,232
+59% +$31.9K ﹤0.01% 2166
2014
Q4 		$53K Buy
+12,288
New +$50.4K ﹤0.01% 2331

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's QLD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its ProShares Ultra QQQ (QLD) stake by 116% in Q4 2019, buying an estimated $37.1K and bringing the position to 5,104 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Ladenburg Thalmann Financial Services first reported a position in QLD in Q4 2014 and has held it in 6 quarters since. The position peaked at $111K in Q2 2015. 90 funds tracked by Wall St. Rank hold QLD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,104 shares of ProShares Ultra QQQ worth $78K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,736 ProShares Ultra QQQ shares in Q4 2019, an estimated $37.1K.
  • ProShares Ultra QQQ made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3202 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ProShares Ultra QQQ in Q4 2014 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's ProShares Ultra QQQ position peaked at $111K in Q2 2015.
  • 90 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.