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Physician Wealth Advisors’s ProShares Ultra Semiconductors USD Stock Holding History

Physician Wealth Advisors’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
2025
Q1 		– Sell
-80
Closed -$2.61K – 1523
2024
Q4 		$2.61K Buy
+80
New +$2.66K ﹤0.01% 822

Other funds holding USD

DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UAML
US Asset Management LLC Pittsburgh, Pennsylvania $115M AUM 27.6% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Physician Wealth Advisors's USD Position: Q1 2025 in Review

Physician Wealth Advisors sold out of ProShares Ultra Semiconductors (USD) in Q1 2025, closing a stake of 80 shares — an estimated $2.61K sold.

Physician Wealth Advisors first reported a position in USD in Q4 2024 and held it in 1 quarter. The position peaked at $2.61K in Q4 2024. 39 funds tracked by Wall St. Rank hold USD as of Q1 2025.

  • Physician Wealth Advisors reported no remaining ProShares Ultra Semiconductors position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 80 ProShares Ultra Semiconductors shares in Q1 2025, an estimated $2.61K.
  • Physician Wealth Advisors first reported a position in ProShares Ultra Semiconductors in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's ProShares Ultra Semiconductors position peaked at $2.61K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.