Valeo Financial Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Valeo Financial 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
2022 Q2	–	Sell	-5,602	Closed	-$201K	–	621
2022 Q1	$201K	Hold	5,602	–	–	0.01%	546
2021 Q4	$249K	Hold	5,602	–	–	0.01%	461
2021 Q3	$204K	Buy	+5,602	New	+$217K	0.01%	496

Other funds holding QLD

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

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

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

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

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

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

Valeo Financial Advisors's QLD Position: Q2 2022 in Review

Valeo Financial Advisors sold out of ProShares Ultra QQQ (QLD) in Q2 2022, closing a stake of 5,602 shares — an estimated $201K sold.

Valeo Financial Advisors first reported a position in QLD in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q4 2021. 103 funds tracked by Wall St. Rank hold QLD as of Q2 2022.

Valeo Financial Advisors reported no remaining ProShares Ultra QQQ position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 5,602 ProShares Ultra QQQ shares in Q2 2022, an estimated $201K.
Valeo Financial Advisors first reported a position in ProShares Ultra QQQ in Q3 2021 and held it in 3 quarters.
Valeo Financial Advisors's ProShares Ultra QQQ position peaked at $249K in Q4 2021.
103 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.