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Regal Investment Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Regal Investment Advisors’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
2021
Q4 		– Sell
-15,728
Closed -$572K – 553
2021
Q3 		$572K Sell
15,728
-16
-0.1% -$619 0.06% 317
2021
Q2 		$565K Buy
+15,744
New +$510K 0.06% 312
2021
Q1 		– Sell
-15,936
Closed -$459K – 328
2020
Q4 		$459K Buy
+15,936
New +$404K 0.05% 295
2020
Q3 		– Sell
-16,024
Closed -$296K – 212
2020
Q2 		$296K Buy
+16,024
New +$246K 0.05% 245

Other funds holding QLD

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Regal Investment Advisors's QLD Position: Q4 2021 in Review

Regal Investment Advisors sold out of ProShares Ultra QQQ (QLD) in Q4 2021, closing a stake of 15,728 shares — an estimated $572K sold.

Regal Investment Advisors first reported a position in QLD in Q2 2020 and held it in 4 quarters. The position peaked at $572K in Q3 2021. 144 funds tracked by Wall St. Rank hold QLD as of Q4 2021.

  • Regal Investment Advisors reported no remaining ProShares Ultra QQQ position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 15,728 ProShares Ultra QQQ shares in Q4 2021, an estimated $572K.
  • Regal Investment Advisors first reported a position in ProShares Ultra QQQ in Q2 2020 and held it in 4 quarters.
  • Regal Investment Advisors's ProShares Ultra QQQ position peaked at $572K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.