IAG
USD icon

Investmark Advisory Group’s ProShares Ultra Semiconductors USD Stock Holding History

Investmark Advisory 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
2022
Q1 		– Sell
-17,088
Closed -$225K – 336
2021
Q4 		$225K Buy
+17,088
New +$199K 0.21% 84

Other funds holding USD

ARIS
Advanced Research Investment Solutions Los Angeles, California $160M AUM 5.55% 1-Year Est. Return
EAM
EFG Asset Management Portland, Oregon $773M AUM 40.1% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UAML
US Asset Management LLC Pittsburgh, Pennsylvania $115M AUM 27.6% 1-Year Est. Return

Investmark Advisory Group's USD Position: Q1 2022 in Review

Investmark Advisory Group sold out of ProShares Ultra Semiconductors (USD) in Q1 2022, closing a stake of 17,088 shares — an estimated $225K sold.

Investmark Advisory Group first reported a position in USD in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 35 funds tracked by Wall St. Rank hold USD as of Q1 2022.

  • Investmark Advisory Group reported no remaining ProShares Ultra Semiconductors position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 17,088 ProShares Ultra Semiconductors shares in Q1 2022, an estimated $225K.
  • Investmark Advisory Group first reported a position in ProShares Ultra Semiconductors in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's ProShares Ultra Semiconductors position peaked at $225K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.