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Sunbelt Securities’s ProShares Ultra QQQ QLD Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-1,620
Closed -$86.7K – 1909
2024
Q3 		$81.6K Hold
1,620
– – 0.01% 816
2024
Q2 		$80.8K Hold
1,620
– – 0.01% 788
2024
Q1 		$70.9K Sell
1,620
-24
-1% -$989 0.01% 793
2023
Q4 		$62.5K Hold
1,644
– – 0.01% 766
2023
Q3 		$48.8K Hold
1,644
– – 0.01% 810
2023
Q2 		$52.9K Hold
1,644
– – 0.01% 782
2023
Q1 		$39.4K Buy
+1,644
New +$34.9K 0.01% 800
2020
Q2 		– Sell
-152,768
Closed -$2.29M – 361
2020
Q1 		$2.29M Buy
+152,768
New +$2.29M 0.1% 87

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
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
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return

Sunbelt Securities's QLD Position: Q4 2024 in Review

Sunbelt Securities sold out of ProShares Ultra QQQ (QLD) in Q4 2024, closing a stake of 1,620 shares — an estimated $86.7K sold.

Sunbelt Securities first reported a position in QLD in Q1 2020 and held it in 8 quarters. The position peaked at $2.29M in Q1 2020. 194 funds tracked by Wall St. Rank hold QLD as of Q4 2024.

  • Sunbelt Securities reported no remaining ProShares Ultra QQQ position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,620 ProShares Ultra QQQ shares in Q4 2024, an estimated $86.7K.
  • Sunbelt Securities first reported a position in ProShares Ultra QQQ in Q1 2020 and held it in 8 quarters.
  • Sunbelt Securities's ProShares Ultra QQQ position peaked at $2.29M in Q1 2020.
  • 194 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.