Peak Retirement Planning’s ProShares Ultra Semiconductors USD Stock Holding History

Peak Retirement Planning’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	$281K	Buy	+2,693	New	+$234K	0.04%	148

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

Peak Retirement Planning's USD Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in ProShares Ultra Semiconductors (USD) in Q2 2026: 2,693 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

69 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Peak Retirement Planning held 2,693 shares of ProShares Ultra Semiconductors worth $281K as of Q2 2026.
ProShares Ultra Semiconductors was a new Peak Retirement Planning position in Q2 2026.
ProShares Ultra Semiconductors made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #148 holding.
69 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.