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Money Concepts Capital’s ProShares Ultra QQQ QLD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-6,292
Closed -$110K – 2317
2022
Q4 		$110K Buy
+6,292
New +$121K ﹤0.01% 928
2022
Q2 		– Sell
-6,180
Closed -$222K – 2360
2022
Q1 		$222K Buy
+6,180
New +$217K 0.01% 684

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Money Concepts Capital's QLD Position: Q1 2023 in Review

Money Concepts Capital sold out of ProShares Ultra QQQ (QLD) in Q1 2023, closing a stake of 6,292 shares — an estimated $110K sold.

Money Concepts Capital first reported a position in QLD in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 119 funds tracked by Wall St. Rank hold QLD as of Q1 2023.

  • Money Concepts Capital reported no remaining ProShares Ultra QQQ position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,292 ProShares Ultra QQQ shares in Q1 2023, an estimated $110K.
  • Money Concepts Capital first reported a position in ProShares Ultra QQQ in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ProShares Ultra QQQ position peaked at $222K in Q1 2022.
  • 119 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.