Focus Partners Wealth
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Focus Partners Wealth’s ProShares Ultra Semiconductors USD Stock Holding History

Focus Partners Wealth’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 		$1.59M Sell
15,236
-4,552
-23% -$396K ﹤0.01% 1435
2026
Q1 		$949K Buy
+19,788
New +$1.08M ﹤0.01% 1646

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 $80B AUM 26.12% 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

Focus Partners Wealth's USD Position: Q2 2026 in Review

Focus Partners Wealth reduced its ProShares Ultra Semiconductors (USD) stake by 23% in Q2 2026, selling an estimated $396K and leaving 15,236 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Focus Partners Wealth first reported a position in USD in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Focus Partners Wealth held 15,236 shares of ProShares Ultra Semiconductors worth $1.59M as of Q2 2026.
  • Focus Partners Wealth sold 4,552 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $396K.
  • ProShares Ultra Semiconductors made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1435 holding.
  • Focus Partners Wealth first reported a position in ProShares Ultra Semiconductors in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.