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Independent Financial Group’s ProShares Ultra Semiconductors USD Stock Holding History

Independent Financial Group’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 		$500K Sell
4,794
-21
-0.4% -$1.83K 0.01% 993
2026
Q1 		$231K Buy
4,815
+7
+0.1% +$382 0.01% 1307
2025
Q4 		$252K Buy
4,808
+32
+0.7% +$1.7K 0.01% 1234
2025
Q3 		$236K Buy
+4,776
New +$207K 0.01% 1208

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

Independent Financial Group's USD Position: Q2 2026 in Review

Independent Financial Group reduced its ProShares Ultra Semiconductors (USD) stake by 0.44% in Q2 2026, selling an estimated $1.83K and leaving 4,794 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #993.

Independent Financial Group first reported a position in USD in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Independent Financial Group held 4,794 shares of ProShares Ultra Semiconductors worth $500K as of Q2 2026.
  • Independent Financial Group sold 21 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $1.83K.
  • ProShares Ultra Semiconductors made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #993 holding.
  • Independent Financial Group first reported a position in ProShares Ultra Semiconductors in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.