Creative Planning
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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
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

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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
William Blair & Company
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Creative Planning's USD Position: Q2 2026 in Review

Creative Planning increased its ProShares Ultra Semiconductors (USD) stake by 10% in Q2 2026, buying an estimated $84.6K and bringing the position to 10,411 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Creative Planning first reported a position in USD in Q2 2014 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2017. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Creative Planning held 10,411 shares of ProShares Ultra Semiconductors worth $1.09M as of Q2 2026.
  • Creative Planning bought 972 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $84.6K.
  • ProShares Ultra Semiconductors made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2575 holding.
  • Creative Planning first reported a position in ProShares Ultra Semiconductors in Q2 2014 and has held it in 14 quarters since.
  • Creative Planning's ProShares Ultra Semiconductors position peaked at $1.16M in Q4 2017.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.