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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
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

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Diversify Advisory Services's USD Position: Q2 2026 in Review

Diversify Advisory Services increased its ProShares Ultra Semiconductors (USD) stake by 1.4% in Q2 2026, buying an estimated $3.57K and bringing the position to 3,071 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Diversify Advisory Services first reported a position in USD in Q3 2025 and has held it in 3 quarters since. The position peaked at $279K in Q3 2025. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Diversify Advisory Services held 3,071 shares of ProShares Ultra Semiconductors worth $246K as of Q2 2026.
  • Diversify Advisory Services bought 41 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $3.57K.
  • ProShares Ultra Semiconductors made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1125 holding.
  • Diversify Advisory Services first reported a position in ProShares Ultra Semiconductors in Q3 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's ProShares Ultra Semiconductors position peaked at $279K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.