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West Branch Capital’s ProShares Ultra QQQ QLD Stock Holding History

West Branch Capital’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
Q4 		– Sell
-3,200
Closed -$59K – 471
2022
Q3 		$59K Buy
+3,200
New +$76.1K 0.04% 158

Other funds holding QLD

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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

West Branch Capital's QLD Position: Q4 2022 in Review

West Branch Capital sold out of ProShares Ultra QQQ (QLD) in Q4 2022, closing a stake of 3,200 shares — an estimated $59K sold.

West Branch Capital first reported a position in QLD in Q3 2022 and held it in 1 quarter. The position peaked at $59K in Q3 2022. 108 funds tracked by Wall St. Rank hold QLD as of Q4 2022.

  • West Branch Capital reported no remaining ProShares Ultra QQQ position as of Q4 2022 after selling out during the quarter.
  • West Branch Capital sold 3,200 ProShares Ultra QQQ shares in Q4 2022, an estimated $59K.
  • West Branch Capital first reported a position in ProShares Ultra QQQ in Q3 2022 and held it in 1 quarter.
  • West Branch Capital's ProShares Ultra QQQ position peaked at $59K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.