Creative Planning’s ProShares Ultra Semiconductors USD Stock Holding History

Creative 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 Q3	$588K	Sell	6,109 -4,302	-41%	-$378K	﹤0.01%	3164
2026 Q2	$1.09M	Buy	10,411 +972	+10%	+$84.6K	﹤0.01%	2575
2026 Q1	$453K	Buy	+9,439	New	+$515K	﹤0.01%	3100
2018 Q1	–	Sell	-454,560	Closed	-$1.16M	–	2128
2017 Q4	$1.16M	Buy	454,560 +384	+0.1%	+$968	0.01%	654
2017 Q3	$961K	Sell	454,176 -12,144	-3%	-$22.7K	﹤0.01%	733
2017 Q2	$777K	Buy	466,320 +12,144	+3%	+$21K	﹤0.01%	808
2017 Q1	$747K	Hold	454,176	–	–	﹤0.01%	784
2016 Q4	$640K	Hold	454,176	–	–	﹤0.01%	808
2016 Q3	$588K	Sell	454,176 -62,400	-12%	-$70K	﹤0.01%	812
2016 Q2	$475K	Buy	516,576 +62,400	+14%	+$53.6K	﹤0.01%	803
2016 Q1	$392K	Hold	454,176	–	–	﹤0.01%	855
2015 Q4	$410K	Buy	+454,176	New	+$396K	﹤0.01%	855
2015 Q1	–	Sell	-4,320	Closed	-$4K	–	4416
2014 Q4	$4K	Sell	4,320 -4,320	-50%	-$3.8K	﹤0.01%	3622
2014 Q3	$7K	Buy	8,640 +6,240	+260%	+$5.25K	﹤0.01%	3147
2014 Q2	$2K	Buy	+2,400	New	+$1.61K	﹤0.01%	3542

Other funds holding USD

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.12% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Beaton Management Company Haverhill, Massachusetts $248M AUM 27.34% 1-Year Est. Return

Creative Planning's USD Position: Q3 2026 in Review

Creative Planning reduced its ProShares Ultra Semiconductors (USD) stake by 41% in Q3 2026, selling an estimated $378K and leaving 6,109 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Creative Planning first reported a position in USD in Q2 2014 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2017. 73 funds tracked by Wall St. Rank hold USD as of Q3 2026.

Creative Planning held 6,109 shares of ProShares Ultra Semiconductors worth $588K as of Q3 2026.
Creative Planning sold 4,302 ProShares Ultra Semiconductors shares in Q3 2026, an estimated $378K.
ProShares Ultra Semiconductors made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3164 holding.
Creative Planning first reported a position in ProShares Ultra Semiconductors in Q2 2014 and has held it in 15 quarters since.
Creative Planning's ProShares Ultra Semiconductors position peaked at $1.16M in Q4 2017.
73 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.