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Moisand Fitzgerald Tamayo’s ProShares Ultra QQQ QLD Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-600
Closed -$11K – 831
2022
Q3 		$11K Hold
600
– – ﹤0.01% 278
2022
Q2 		$12K Buy
+600
New +$15.7K ﹤0.01% 264
2022
Q1 		– Sell
-600
Closed -$27K – 617
2021
Q4 		$27K Hold
600
– – 0.01% 187
2021
Q3 		$22K Hold
600
– – 0.01% 193
2021
Q2 		$22K Hold
600
– – 0.01% 201
2021
Q1 		$18K Buy
+600
New +$17.8K 0.01% 175

Other funds holding QLD

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's QLD Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of ProShares Ultra QQQ (QLD) in Q4 2022, closing a stake of 600 shares — an estimated $11K sold.

Moisand Fitzgerald Tamayo first reported a position in QLD in Q1 2021 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 108 funds tracked by Wall St. Rank hold QLD as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining ProShares Ultra QQQ position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 600 ProShares Ultra QQQ shares in Q4 2022, an estimated $11K.
  • Moisand Fitzgerald Tamayo first reported a position in ProShares Ultra QQQ in Q1 2021 and held it in 6 quarters.
  • Moisand Fitzgerald Tamayo's ProShares Ultra QQQ position peaked at $27K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.