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TCI Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History

TCI Wealth Advisors’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
-640
Closed -$7K – 1523
2019
Q1 		$7K Buy
+640
New +$6.45K ﹤0.01% 711

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

TCI Wealth Advisors's QLD Position: Q2 2019 in Review

TCI Wealth Advisors sold out of ProShares Ultra QQQ (QLD) in Q2 2019, closing a stake of 640 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in QLD in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 75 funds tracked by Wall St. Rank hold QLD as of Q2 2019.

  • TCI Wealth Advisors reported no remaining ProShares Ultra QQQ position as of Q2 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 640 ProShares Ultra QQQ shares in Q2 2019, an estimated $7K.
  • TCI Wealth Advisors first reported a position in ProShares Ultra QQQ in Q1 2019 and held it in 1 quarter.
  • TCI Wealth Advisors's ProShares Ultra QQQ position peaked at $7K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2019.

Based on TCI Wealth Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.