LPWM
QLS

Lake Point Wealth Management’s IQ Hedge Long/Short Tracker ETF QLS Stock Holding History

Lake Point Wealth Management’s Portfolio QLS Stock Details QLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$574K Buy
23,952
+827
+4% +$20.8K 0.33% 17
2022
Q1 		$618K Buy
23,125
+2,357
+11% +$63.1K 0.29% 13
2021
Q4 		$577K Buy
20,768
+728
+4% +$20.2K 0.25% 17
2021
Q3 		$544K Buy
20,040
+655
+3% +$18.1K 0.25% 14
2021
Q2 		$525K Buy
+19,385
New +$519K 0.24% 15

Other funds holding QLS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lake Point Wealth Management's QLS Position: Q2 2022 in Review

Lake Point Wealth Management increased its IQ Hedge Long/Short Tracker ETF (QLS) stake by 3.6% in Q2 2022, buying an estimated $20.8K and bringing the position to 23,952 shares worth $574K. The position accounts for 0.33% of the portfolio, ranked #17.

Lake Point Wealth Management first reported a position in QLS in Q2 2021 and has held it in 5 quarters since. The position peaked at $618K in Q1 2022. 6 funds tracked by Wall St. Rank hold QLS as of Q2 2022.

  • Lake Point Wealth Management held 23,952 shares of IQ Hedge Long/Short Tracker ETF worth $574K as of Q2 2022.
  • Lake Point Wealth Management bought 827 IQ Hedge Long/Short Tracker ETF shares in Q2 2022, an estimated $20.8K.
  • IQ Hedge Long/Short Tracker ETF made up 0.33% of Lake Point Wealth Management's portfolio in Q2 2022, its #17 holding.
  • Lake Point Wealth Management first reported a position in IQ Hedge Long/Short Tracker ETF in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's IQ Hedge Long/Short Tracker ETF position peaked at $618K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held IQ Hedge Long/Short Tracker ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.