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Simplicity Wealth’s ProShares Ultra Semiconductors USD Stock Holding History

Simplicity Wealth’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 		$2.17M Buy
+20,821
New +$1.81M 0.07% 262

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
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
William Blair & Company
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
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Simplicity Wealth's USD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in ProShares Ultra Semiconductors (USD) in Q2 2026: 20,821 shares worth $2.17M. The stake represents 0.07% of the portfolio and ranks #262 among its holdings.

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

  • Simplicity Wealth held 20,821 shares of ProShares Ultra Semiconductors worth $2.17M as of Q2 2026.
  • ProShares Ultra Semiconductors was a new Simplicity Wealth position in Q2 2026.
  • ProShares Ultra Semiconductors made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #262 holding.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.