Client First Investment Management’s ProShares Ultra Semiconductors USD Stock Holding History

Client First Investment Management’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	$1.12M	Buy	+10,756	New	+$936K	0.47%	23
2026 Q1	–	Sell	-97,016	Closed	-$5.09M	–	36
2025 Q4	$5.09M	Sell	97,016 -126,150	-57%	-$6.7M	2.67%	6
2025 Q3	$11M	Sell	223,166 -11,438	-5%	-$495K	5.64%	3
2025 Q2	$8.68M	Buy	+234,604	New	+$5.87M	5.32%	4
2025 Q1	–	Sell	-138,024	Closed	-$4.5M	–	24
2024 Q4	$4.5M	Sell	138,024 -36,620	-21%	-$1.22M	2.89%	5
2024 Q3	$5.24M	Buy	174,644 +50,280	+40%	+$1.51M	4.01%	4
2024 Q2	$4.33M	Buy	124,364 +109,740	+750%	+$3.01M	3.36%	6
2024 Q1	$363K	Sell	14,624 -148,348	-91%	-$2.89M	0.29%	19
2023 Q4	$2.22M	Buy	+162,972	New	+$1.78M	2.15%	9

Other funds holding USD

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Client First Investment Management's USD Position: Q2 2026 in Review

Client First Investment Management opened a new position in ProShares Ultra Semiconductors (USD) in Q2 2026: 10,756 shares worth $1.12M. The stake represents 0.47% of the portfolio and ranks #23 among its holdings. This is a return to the name: Client First Investment Management previously reported a position in USD as recently as Q4 2025.

Client First Investment Management first reported a position in USD in Q4 2023 and has held it in 9 quarters since. The position peaked at $11M in Q3 2025. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Client First Investment Management held 10,756 shares of ProShares Ultra Semiconductors worth $1.12M as of Q2 2026.
ProShares Ultra Semiconductors was a new Client First Investment Management position in Q2 2026.
ProShares Ultra Semiconductors made up 0.47% of Client First Investment Management's portfolio in Q2 2026, its #23 holding.
Client First Investment Management first reported a position in ProShares Ultra Semiconductors in Q4 2023 and has held it in 9 quarters since.
Client First Investment Management's ProShares Ultra Semiconductors position peaked at $11M in Q3 2025.
70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.