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WESPAC Advisors’s ProShares Ultra QQQ QLD Stock Holding History

WESPAC 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
2021
Q1 		– Sell
-8,292
Closed -$239K – 183
2020
Q4 		$239K Buy
+8,292
New +$210K 0.18% 130

Other funds holding QLD

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WESPAC Advisors's QLD Position: Q1 2021 in Review

WESPAC Advisors sold out of ProShares Ultra QQQ (QLD) in Q1 2021, closing a stake of 8,292 shares — an estimated $239K sold.

WESPAC Advisors first reported a position in QLD in Q4 2020 and held it in 1 quarter. The position peaked at $239K in Q4 2020. 95 funds tracked by Wall St. Rank hold QLD as of Q1 2021.

  • WESPAC Advisors reported no remaining ProShares Ultra QQQ position as of Q1 2021 after selling out during the quarter.
  • WESPAC Advisors sold 8,292 ProShares Ultra QQQ shares in Q1 2021, an estimated $239K.
  • WESPAC Advisors first reported a position in ProShares Ultra QQQ in Q4 2020 and held it in 1 quarter.
  • WESPAC Advisors's ProShares Ultra QQQ position peaked at $239K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.