BIG
USD icon

Brookwood Investment Group’s ProShares Ultra Semiconductors USD Stock Holding History

Brookwood Investment Group’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
Q1 		– Sell
-10,197
Closed -$535K – 598
2025
Q4 		$535K Sell
10,197
-2,365
-19% -$126K 0.06% 271
2025
Q3 		$622K Sell
12,562
-10,388
-45% -$449K 0.08% 229
2025
Q2 		$849K Sell
22,950
-10,310
-31% -$258K 0.14% 155
2025
Q1 		$671K Buy
+33,260
New +$954K 0.12% 177

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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Brookwood Investment Group's USD Position: Q1 2026 in Review

Brookwood Investment Group sold out of ProShares Ultra Semiconductors (USD) in Q1 2026, closing a stake of 10,197 shares — an estimated $535K sold.

Brookwood Investment Group first reported a position in USD in Q1 2025 and held it in 4 quarters. The position peaked at $849K in Q2 2025. 56 funds tracked by Wall St. Rank hold USD as of Q1 2026.

  • Brookwood Investment Group reported no remaining ProShares Ultra Semiconductors position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 10,197 ProShares Ultra Semiconductors shares in Q1 2026, an estimated $535K.
  • Brookwood Investment Group first reported a position in ProShares Ultra Semiconductors in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's ProShares Ultra Semiconductors position peaked at $849K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.