Diversify Wealth Management’s ProShares Ultra Semiconductors USD Stock Holding History

Diversify Wealth 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 Q3	$251K	Sell	3,050 -21	-0.7%	-$1.84K	﹤0.01%	1149
2026 Q2	$246K	Sell	3,071 -157	-5%	-$13.7K	﹤0.01%	1125
2026 Q1	$255K	Buy	+3,228	New	+$176K	﹤0.01%	1016

Other funds holding USD

DQRIM

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

Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 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

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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 19.14% 1-Year Est. Return

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

Diversify Wealth Management's USD Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in USD in Q1 2026 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 21 funds tracked by Wall St. Rank hold USD as of Q3 2026.

Diversify Wealth Management held 3,050 shares of ProShares Ultra Semiconductors worth $251K as of Q3 2026.
Diversify Wealth Management sold 21 ProShares Ultra Semiconductors shares in Q3 2026, an estimated $1.84K.
ProShares Ultra Semiconductors made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1149 holding.
Diversify Wealth Management first reported a position in ProShares Ultra Semiconductors in Q1 2026 and has held it in 3 quarters since.
Diversify Wealth Management's ProShares Ultra Semiconductors position peaked at $255K in Q1 2026.
21 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q3 2026.

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