Plotkin Financial Advisors’s ProShares Ultra Semiconductors USD Stock Holding History

Plotkin Financial 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
2026 Q2	$446K	Sell	4,277 -463	-10%	-$40.3K	0.19%	70
2026 Q1	$227K	Hold	4,740	–	–	0.11%	96
2025 Q4	$249K	Hold	4,740	–	–	0.12%	87
2025 Q3	$235K	Buy	+4,740	New	+$205K	0.12%	88
2025 Q1	–	Sell	-12,040	Closed	-$392K	–	97
2024 Q4	$392K	Buy	12,040 +4,500	+60%	+$149K	0.23%	65
2024 Q3	$226K	Buy	+7,540	New	+$226K	0.14%	85
2024 Q2	–	Sell	-14,128	Closed	-$350K	–	89
2024 Q1	$350K	Buy	+14,128	New	+$276K	0.23%	61
2023 Q3	–	Sell	-29,008	Closed	-$306K	–	82
2023 Q2	$306K	Hold	29,008	–	–	0.25%	59
2023 Q1	$210K	Buy	+29,008	New	+$168K	0.2%	66
2022 Q2	–	Sell	-27,712	Closed	-$277K	–	83
2022 Q1	$277K	Buy	27,712 +4,948	+22%	+$49.6K	0.19%	66
2021 Q4	$301K	Buy	+22,764	New	+$265K	0.19%	65

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

Plotkin Financial Advisors's USD Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its ProShares Ultra Semiconductors (USD) stake by 9.8% in Q2 2026, selling an estimated $40.3K and leaving 4,277 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #70.

Plotkin Financial Advisors first reported a position in USD in Q4 2021 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Plotkin Financial Advisors held 4,277 shares of ProShares Ultra Semiconductors worth $446K as of Q2 2026.
Plotkin Financial Advisors sold 463 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $40.3K.
ProShares Ultra Semiconductors made up 0.19% of Plotkin Financial Advisors's portfolio in Q2 2026, its #70 holding.
Plotkin Financial Advisors first reported a position in ProShares Ultra Semiconductors in Q4 2021 and has held it in 11 quarters since.
70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.