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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

CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
TRCT
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.