Sound Income Strategies’s ProShares Ultra QQQ QLD Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-538	Closed	-$9.43K	–	1125
2022 Q4	$9.43K	Buy	+538	New	+$10.3K	﹤0.01%	531
2021 Q3	–	Sell	-968	Closed	-$35K	–	890
2021 Q2	$35K	Hold	968	–	–	0.01%	271
2021 Q1	$28.4K	Hold	968	–	–	﹤0.01%	307
2020 Q4	$28K	Hold	968	–	–	0.01%	274
2020 Q3	$22K	Hold	968	–	–	0.01%	280
2020 Q2	$18K	Hold	968	–	–	0.01%	292
2020 Q1	$11K	Hold	968	–	–	﹤0.01%	332
2019 Q4	$15K	Hold	968	–	–	﹤0.01%	269
2019 Q3	$12K	Hold	968	–	–	﹤0.01%	288
2019 Q2	$12K	Hold	968	–	–	﹤0.01%	306
2019 Q1	$11K	Hold	968	–	–	0.01%	320
2018 Q4	$8K	Hold	968	–	–	﹤0.01%	372
2018 Q3	$12K	Hold	968	–	–	0.01%	322
2018 Q2	$10K	Hold	968	–	–	0.01%	314
2018 Q1	$9K	Hold	968	–	–	0.01%	305
2017 Q4	$9K	Buy	+968	New	+$8.53K	0.01%	240

Other funds holding QLD

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 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

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WWM

Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sound Income Strategies's QLD Position: Q1 2023 in Review

Sound Income Strategies sold out of ProShares Ultra QQQ (QLD) in Q1 2023, closing a stake of 538 shares — an estimated $9.43K sold.

Sound Income Strategies first reported a position in QLD in Q4 2017 and held it in 16 quarters. The position peaked at $35K in Q2 2021. 119 funds tracked by Wall St. Rank hold QLD as of Q1 2023.

Sound Income Strategies reported no remaining ProShares Ultra QQQ position as of Q1 2023 after selling out during the quarter.
Sound Income Strategies sold 538 ProShares Ultra QQQ shares in Q1 2023, an estimated $9.43K.
Sound Income Strategies first reported a position in ProShares Ultra QQQ in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's ProShares Ultra QQQ position peaked at $35K in Q2 2021.
119 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.