Morse Asset Management’s ProShares Ultra Semiconductors USD Stock Holding History

Morse Asset Management’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	$1.4M	Sell	13,397 -4,350	-25%	-$378K	0.23%	81
2026 Q1	$851K	Buy	17,747 +60	+0.3%	+$3.27K	0.18%	98
2025 Q4	$929K	Sell	17,687 -63	-0.4%	-$3.35K	0.19%	94
2025 Q3	$879K	Sell	17,750 -1,404	-7%	-$60.7K	0.18%	101
2025 Q2	$709K	Buy	19,154 +636	+3%	+$15.9K	0.16%	107
2025 Q1	$374K	Sell	18,518 -396	-2%	-$11.4K	0.09%	122
2024 Q4	$616K	Buy	18,914 +10,914	+136%	+$363K	0.14%	104
2024 Q3	$240K	Hold	8,000	–	–	0.05%	164
2024 Q2	$278K	Sell	8,000 -2,800	-26%	-$76.7K	0.07%	133
2024 Q1	$268K	Buy	+10,800	New	+$211K	0.07%	130

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Dedeker Financial St. Louis Park, Minnesota $176M AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Morse Asset Management's USD Position: Q2 2026 in Review

Morse Asset Management reduced its ProShares Ultra Semiconductors (USD) stake by 25% in Q2 2026, selling an estimated $378K and leaving 13,397 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #81.

Morse Asset Management first reported a position in USD in Q1 2024 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Morse Asset Management held 13,397 shares of ProShares Ultra Semiconductors worth $1.4M as of Q2 2026.
Morse Asset Management sold 4,350 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $378K.
ProShares Ultra Semiconductors made up 0.23% of Morse Asset Management's portfolio in Q2 2026, its #81 holding.
Morse Asset Management first reported a position in ProShares Ultra Semiconductors in Q1 2024 and has held it in 10 quarters since.
70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.