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Lenox Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Lenox Wealth Advisors’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
2020
Q1 		– Sell
-40
Closed -$1K – 904
2019
Q4 		$1K Buy
+40
New +$542 ﹤0.01% 697

Other funds holding QLD

SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Lenox Wealth Advisors's QLD Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of ProShares Ultra QQQ (QLD) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in QLD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 82 funds tracked by Wall St. Rank hold QLD as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining ProShares Ultra QQQ position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 40 ProShares Ultra QQQ shares in Q1 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in ProShares Ultra QQQ in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's ProShares Ultra QQQ position peaked at $1K in Q4 2019.
  • 82 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.