Simplicity Wealth
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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
Q3 		$2.01M Buy
20,849
+28
+0.1% +$2.46K 0.06% 304
2026
Q2 		$2.17M Buy
+20,821
New +$1.81M 0.07% 262

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Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.12% 1-Year Est. Return
Retirement Planning Company of New England
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Beaton Management Company
Beaton Management Company Haverhill, Massachusetts $248M AUM 27.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Simplicity Wealth's USD Position: Q3 2026 in Review

Simplicity Wealth increased its ProShares Ultra Semiconductors (USD) stake by 0.13% in Q3 2026, buying an estimated $2.46K and bringing the position to 20,849 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #304.

Simplicity Wealth first reported a position in USD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.17M in Q2 2026. 73 funds tracked by Wall St. Rank hold USD as of Q3 2026.

  • Simplicity Wealth held 20,849 shares of ProShares Ultra Semiconductors worth $2.01M as of Q3 2026.
  • Simplicity Wealth bought 28 ProShares Ultra Semiconductors shares in Q3 2026, an estimated $2.46K.
  • ProShares Ultra Semiconductors made up 0.06% of Simplicity Wealth's portfolio in Q3 2026, its #304 holding.
  • Simplicity Wealth first reported a position in ProShares Ultra Semiconductors in Q2 2026 and has held it in 2 quarters since.
  • Simplicity Wealth's ProShares Ultra Semiconductors position peaked at $2.17M in Q2 2026.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.