Clearstead Advisors’s ProShares S&P Global Core Battery Metals ETF ION Stock Holding History

Clearstead Advisors’s Portfolio ION Stock Details ION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.83K	Buy	+50	New	+$2.92K	﹤0.01%	1831

Other funds holding ION

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's ION Position: Q1 2026 in Review

Clearstead Advisors opened a new position in ProShares S&P Global Core Battery Metals ETF (ION) in Q1 2026: 50 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #1831 among its holdings.

8 funds tracked by Wall St. Rank hold ION as of Q1 2026.

Clearstead Advisors held 50 shares of ProShares S&P Global Core Battery Metals ETF worth $2.83K as of Q1 2026.
ProShares S&P Global Core Battery Metals ETF was a new Clearstead Advisors position in Q1 2026.
ProShares S&P Global Core Battery Metals ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1831 holding.
8 funds tracked by Wall St. Rank held ProShares S&P Global Core Battery Metals ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.