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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
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

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 Wealth Management's USD Position: Q2 2026 in Review

Diversify Wealth Management reduced its ProShares Ultra Semiconductors (USD) stake by 4.9% in Q2 2026, selling an estimated $13.7K and leaving 3,071 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Diversify Wealth Management first reported a position in USD in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Diversify Wealth Management held 3,071 shares of ProShares Ultra Semiconductors worth $246K as of Q2 2026.
  • Diversify Wealth Management sold 157 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $13.7K.
  • ProShares Ultra Semiconductors made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • Diversify Wealth Management first reported a position in ProShares Ultra Semiconductors in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's ProShares Ultra Semiconductors position peaked at $255K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.