Truist Financial’s ProShares Ultra QQQ QLD Stock Holding History

Truist Financial’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
2022 Q2	–	Sell	-8,000	Closed	-$288K	–	2745
2022 Q1	$288K	Sell	8,000 -3,142	-28%	-$110K	﹤0.01%	2349
2021 Q4	$496K	Buy	11,142 +3,142	+39%	+$133K	﹤0.01%	2027
2021 Q3	$291K	Hold	8,000	–	–	﹤0.01%	2372
2021 Q2	$287K	Hold	8,000	–	–	﹤0.01%	2397
2021 Q1	$234K	Hold	8,000	–	–	﹤0.01%	2433
2020 Q4	$230K	Buy	+8,000	New	+$203K	﹤0.01%	2318

Other funds holding QLD

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

Truist Financial's QLD Position: Q2 2022 in Review

Truist Financial sold out of ProShares Ultra QQQ (QLD) in Q2 2022, closing a stake of 8,000 shares — an estimated $288K sold.

Truist Financial first reported a position in QLD in Q4 2020 and held it in 6 quarters. The position peaked at $496K in Q4 2021. 103 funds tracked by Wall St. Rank hold QLD as of Q2 2022.

Truist Financial reported no remaining ProShares Ultra QQQ position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 8,000 ProShares Ultra QQQ shares in Q2 2022, an estimated $288K.
Truist Financial first reported a position in ProShares Ultra QQQ in Q4 2020 and held it in 6 quarters.
Truist Financial's ProShares Ultra QQQ position peaked at $496K in Q4 2021.
103 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.