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Regal Wealth Group’s ProShares Ultra QQQ QLD Stock Holding History

Regal Wealth Group’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
2018
Q2 		– Sell
-93,600
Closed -$892K – 175
2018
Q1 		$892K Buy
+93,600
New +$958K 0.69% 22

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 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
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Regal Wealth Group's QLD Position: Q2 2018 in Review

Regal Wealth Group sold out of ProShares Ultra QQQ (QLD) in Q2 2018, closing a stake of 93,600 shares — an estimated $892K sold.

Regal Wealth Group first reported a position in QLD in Q1 2018 and held it in 1 quarter. The position peaked at $892K in Q1 2018. 70 funds tracked by Wall St. Rank hold QLD as of Q2 2018.

  • Regal Wealth Group reported no remaining ProShares Ultra QQQ position as of Q2 2018 after selling out during the quarter.
  • Regal Wealth Group sold 93,600 ProShares Ultra QQQ shares in Q2 2018, an estimated $892K.
  • Regal Wealth Group first reported a position in ProShares Ultra QQQ in Q1 2018 and held it in 1 quarter.
  • Regal Wealth Group's ProShares Ultra QQQ position peaked at $892K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2018.

Based on Regal Wealth Group's 13F filing for Q2 2018, filed 30 Jul 2018.