PWM
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PRW Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

PRW Wealth Management’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
2019
Q1 		– Sell
-2,400
Closed -$20K – 769
2018
Q4 		$20K Buy
+2,400
New +$24.2K 0.02% 234

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

PRW Wealth Management's QLD Position: Q1 2019 in Review

PRW Wealth Management sold out of ProShares Ultra QQQ (QLD) in Q1 2019, closing a stake of 2,400 shares — an estimated $20K sold.

PRW Wealth Management first reported a position in QLD in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 74 funds tracked by Wall St. Rank hold QLD as of Q1 2019.

  • PRW Wealth Management reported no remaining ProShares Ultra QQQ position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 2,400 ProShares Ultra QQQ shares in Q1 2019, an estimated $20K.
  • PRW Wealth Management first reported a position in ProShares Ultra QQQ in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's ProShares Ultra QQQ position peaked at $20K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.