Diversify Advisory Services’s ProShares Ultra Semiconductors USD Stock Holding History

Diversify Advisory Services’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	$251K	Sell	3,050 -21	-0.7%	-$1.84K	﹤0.01%	1149
2026 Q2	$246K	Buy	3,071 +41	+1%	+$3.57K	﹤0.01%	1125
2026 Q1	$239K	Buy	+3,030	New	+$165K	0.04%	192
2025 Q4	–	Sell	-4,520	Closed	-$279K	–	971
2025 Q3	$279K	Buy	+4,520	New	+$195K	0.01%	749

Other funds holding USD

DQRIM

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

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Diversify Advisory Services's USD Position: Q3 2026 in Review

Diversify Advisory Services reduced its ProShares Ultra Semiconductors (USD) stake by 0.68% in Q3 2026, selling an estimated $1.84K and leaving 3,050 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Diversify Advisory Services first reported a position in USD in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 15 funds tracked by Wall St. Rank hold USD as of Q3 2026.

Diversify Advisory Services held 3,050 shares of ProShares Ultra Semiconductors worth $251K as of Q3 2026.
Diversify Advisory Services sold 21 ProShares Ultra Semiconductors shares in Q3 2026, an estimated $1.84K.
ProShares Ultra Semiconductors made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1149 holding.
Diversify Advisory Services first reported a position in ProShares Ultra Semiconductors in Q3 2025 and has held it in 4 quarters since.
Diversify Advisory Services's ProShares Ultra Semiconductors position peaked at $279K in Q3 2025.
15 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.