LPL Financial
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LPL Financial’s ProShares Ultra Semiconductors USD Stock Holding History

LPL Financial’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 		$320K Buy
+3,066
New +$267K ﹤0.01% 5399
2026
Q1 		– Sell
-4,261
Closed -$224K – 6162
2025
Q4 		$224K Buy
4,261
+149
+4% +$7.92K ﹤0.01% 5380
2025
Q3 		$204K Buy
+4,112
New +$178K ﹤0.01% 5342

Other funds holding USD

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

LPL Financial's USD Position: Q2 2026 in Review

LPL Financial opened a new position in ProShares Ultra Semiconductors (USD) in Q2 2026: 3,066 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #5399 among its holdings. This is a return to the name: LPL Financial previously reported a position in USD as recently as Q4 2025.

LPL Financial first reported a position in USD in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • LPL Financial held 3,066 shares of ProShares Ultra Semiconductors worth $320K as of Q2 2026.
  • ProShares Ultra Semiconductors was a new LPL Financial position in Q2 2026.
  • ProShares Ultra Semiconductors made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5399 holding.
  • LPL Financial first reported a position in ProShares Ultra Semiconductors in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.