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Laurel Wealth Advisors (North Carolina)’s ProShares Ultra QQQ QLD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-460
Closed -$10K – 594
2022
Q2 		$10K Hold
460
– – ﹤0.01% 386
2022
Q1 		$17K Hold
460
– – ﹤0.01% 364
2021
Q4 		$20K Buy
+460
New +$19.4K ﹤0.01% 346

Other funds holding QLD

CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s QLD Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of ProShares Ultra QQQ (QLD) in Q3 2022, closing a stake of 460 shares — an estimated $10K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in QLD in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 99 funds tracked by Wall St. Rank hold QLD as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining ProShares Ultra QQQ position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 460 ProShares Ultra QQQ shares in Q3 2022, an estimated $10K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in ProShares Ultra QQQ in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s ProShares Ultra QQQ position peaked at $20K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.