Moran Wealth Management’s ProShares S&P Global Core Battery Metals ETF ION Stock Holding History

Moran Wealth Management’s Portfolio ION Stock Details ION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,667	Closed	-$999K	–	527
2026 Q1	$999K	Buy	+17,667	New	+$1.03M	0.03%	368

Other funds holding ION

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moran Wealth Management's ION Position: Q2 2026 in Review

Moran Wealth Management sold out of ProShares S&P Global Core Battery Metals ETF (ION) in Q2 2026, closing a stake of 17,667 shares — an estimated $999K sold.

Moran Wealth Management first reported a position in ION in Q1 2026 and held it in 1 quarter. The position peaked at $999K in Q1 2026. 8 funds tracked by Wall St. Rank hold ION as of Q2 2026.

Moran Wealth Management reported no remaining ProShares S&P Global Core Battery Metals ETF position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 17,667 ProShares S&P Global Core Battery Metals ETF shares in Q2 2026, an estimated $999K.
Moran Wealth Management first reported a position in ProShares S&P Global Core Battery Metals ETF in Q1 2026 and held it in 1 quarter.
Moran Wealth Management's ProShares S&P Global Core Battery Metals ETF position peaked at $999K in Q1 2026.
8 funds tracked by Wall St. Rank held ProShares S&P Global Core Battery Metals ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.