Pathstone Family Office’s ProShares Ultra QQQ QLD Stock Holding History

Pathstone Family Office’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 Q3	$17.2M	Buy	+578,998	New	+$18.6M	0.13%	113

Other funds holding QLD

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return

CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Pathstone Family Office's QLD Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ProShares Ultra QQQ (QLD) in Q3 2023: 578,998 shares worth $17.2M. The stake represents 0.13% of the portfolio and ranks #113 among its holdings.

134 funds tracked by Wall St. Rank hold QLD as of Q3 2023.

Pathstone Family Office held 578,998 shares of ProShares Ultra QQQ worth $17.2M as of Q3 2023.
ProShares Ultra QQQ was a new Pathstone Family Office position in Q3 2023.
ProShares Ultra QQQ made up 0.13% of Pathstone Family Office's portfolio in Q3 2023, its #113 holding.
134 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.