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Spire Wealth Management’s ProShares UltraShort QQQ QID Stock Holding History

Spire Wealth Management’s Portfolio QID Stock Details QID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$5K – 2384
2022
Q3 		$5K Buy
+40
New +$4.45K ﹤0.01% 1755

Other funds holding QID

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's QID Position: Q4 2022 in Review

Spire Wealth Management sold out of ProShares UltraShort QQQ (QID) in Q4 2022, closing a stake of 40 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in QID in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 51 funds tracked by Wall St. Rank hold QID as of Q4 2022.

  • Spire Wealth Management reported no remaining ProShares UltraShort QQQ position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 40 ProShares UltraShort QQQ shares in Q4 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in ProShares UltraShort QQQ in Q3 2022 and held it in 1 quarter.
  • Spire Wealth Management's ProShares UltraShort QQQ position peaked at $5K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held ProShares UltraShort QQQ as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.