Action Point Financial Planning’s ProShares Ultra Semiconductors USD Stock Holding History

Action Point Financial Planning’s Portfolio USD Stock Details USD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3K	Buy	+204	New	+$17.8K	﹤0.01%	1099

Other funds holding USD

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Action Point Financial Planning's USD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares Ultra Semiconductors (USD) in Q2 2026: 204 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

69 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Action Point Financial Planning held 204 shares of ProShares Ultra Semiconductors worth $21.3K as of Q2 2026.
ProShares Ultra Semiconductors was a new Action Point Financial Planning position in Q2 2026.
ProShares Ultra Semiconductors made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1099 holding.
69 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.