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SevenBridge Financial Group’s ProShares Ultra QQQ QLD Stock Holding History

SevenBridge Financial 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
2019
Q2 		– Sell
-4,880
Closed -$110K – 650
2019
Q1 		$110K Buy
+4,880
New +$49.2K 0.04% 173

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SevenBridge Financial Group's QLD Position: Q2 2019 in Review

SevenBridge Financial Group sold out of ProShares Ultra QQQ (QLD) in Q2 2019, closing a stake of 4,880 shares — an estimated $110K sold.

SevenBridge Financial Group first reported a position in QLD in Q1 2019 and held it in 1 quarter. The position peaked at $110K in Q1 2019. 75 funds tracked by Wall St. Rank hold QLD as of Q2 2019.

  • SevenBridge Financial Group reported no remaining ProShares Ultra QQQ position as of Q2 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,880 ProShares Ultra QQQ shares in Q2 2019, an estimated $110K.
  • SevenBridge Financial Group first reported a position in ProShares Ultra QQQ in Q1 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's ProShares Ultra QQQ position peaked at $110K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2019.

Based on SevenBridge Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.