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Mason & Associates (Virginia)’s ProShares Ultra QQQ QLD Stock Holding History

Mason & Associates (Virginia)’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
2024
Q2 		– Sell
-16,026
Closed -$701K – 75
2024
Q1 		$701K Buy
+16,026
New +$661K 0.53% 49

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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
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
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mason & Associates (Virginia)'s QLD Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of ProShares Ultra QQQ (QLD) in Q2 2024, closing a stake of 16,026 shares — an estimated $701K sold.

Mason & Associates (Virginia) first reported a position in QLD in Q1 2024 and held it in 1 quarter. The position peaked at $701K in Q1 2024. 163 funds tracked by Wall St. Rank hold QLD as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining ProShares Ultra QQQ position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 16,026 ProShares Ultra QQQ shares in Q2 2024, an estimated $701K.
  • Mason & Associates (Virginia) first reported a position in ProShares Ultra QQQ in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s ProShares Ultra QQQ position peaked at $701K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.