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 Q2	$2.54K	Hold	50	–	–	﹤0.01%	2394
2026 Q1	$2.83K	Buy	+50	New	+$2.92K	﹤0.01%	1831

Other funds holding ION

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's ION Position: Q2 2026 in Review

Clearstead Advisors held its ProShares S&P Global Core Battery Metals ETF (ION) position steady in Q2 2026 at 50 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Clearstead Advisors first reported a position in ION in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.83K in Q1 2026. 8 funds tracked by Wall St. Rank hold ION as of Q2 2026.

Clearstead Advisors held 50 shares of ProShares S&P Global Core Battery Metals ETF worth $2.54K as of Q2 2026.
Clearstead Advisors left its ProShares S&P Global Core Battery Metals ETF share count unchanged in Q2 2026.
ProShares S&P Global Core Battery Metals ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2394 holding.
Clearstead Advisors first reported a position in ProShares S&P Global Core Battery Metals ETF in Q1 2026 and has held it in 2 quarters since.
Clearstead Advisors's ProShares S&P Global Core Battery Metals ETF position peaked at $2.83K in Q1 2026.
8 funds tracked by Wall St. Rank held ProShares S&P Global Core Battery Metals ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.