Moulton Wealth Management
ION icon

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

Moulton 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
Q3 		– Sell
-22,588
Closed -$1.28M – 67
2026
Q2 		$1.28M Buy
+22,588
New +$1.36M 0.84% 24

Other funds holding ION

Clearstead Advisors
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Moulton Wealth Management's ION Position: Q3 2026 in Review

Moulton Wealth Management sold out of ProShares S&P Global Core Battery Metals ETF (ION) in Q3 2026, closing a stake of 22,588 shares — an estimated $1.28M sold.

Moulton Wealth Management first reported a position in ION in Q2 2026 and held it in 1 quarter. The position peaked at $1.28M in Q2 2026. 1 fund tracked by Wall St. Rank holds ION as of Q3 2026.

  • Moulton Wealth Management reported no remaining ProShares S&P Global Core Battery Metals ETF position as of Q3 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 22,588 ProShares S&P Global Core Battery Metals ETF shares in Q3 2026, an estimated $1.28M.
  • Moulton Wealth Management first reported a position in ProShares S&P Global Core Battery Metals ETF in Q2 2026 and held it in 1 quarter.
  • Moulton Wealth Management's ProShares S&P Global Core Battery Metals ETF position peaked at $1.28M in Q2 2026.
  • 1 fund tracked by Wall St. Rank held ProShares S&P Global Core Battery Metals ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.