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Spire Wealth Management’s ProShares Ultra Semiconductors USD Stock Holding History

Spire Wealth Management’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 		$280K Sell
2,686
-1,709
-39% -$149K 0.01% 688
2026
Q1 		$211K Sell
4,395
-52
-1% -$2.84K 0.01% 763
2025
Q4 		$234K Buy
4,447
+5
+0.1% +$266 0.01% 758
2025
Q3 		$220K Sell
4,442
-660
-13% -$28.5K 0.01% 756
2025
Q2 		$189K Buy
5,102
+32
+0.6% +$800 0.01% 780
2025
Q1 		$102K Sell
5,070
-2,432
-32% -$69.7K ﹤0.01% 1028
2024
Q4 		$244K Buy
7,502
+2
+0% +$66 0.01% 766
2024
Q3 		$225K Sell
7,500
-200
-3% -$5.99K 0.01% 703
2024
Q2 		$268K Sell
7,700
-1,600
-17% -$43.9K 0.01% 643
2024
Q1 		$230K Hold
9,300
– – ﹤0.01% 735
2023
Q4 		$152K Sell
9,300
-2,284
-20% -$24.9K 0.01% 846
2023
Q3 		$112K Buy
11,584
+800
+7% +$8.49K ﹤0.01% 918
2023
Q2 		$114K Buy
10,784
+1,600
+17% +$12.8K ﹤0.01% 934
2023
Q1 		$66.4K Buy
9,184
+6,920
+306% +$40.1K ﹤0.01% 1085
2022
Q4 		$9K Buy
2,264
+8
+0.4% +$34 ﹤0.01% 1677
2022
Q3 		$8K Hold
2,256
– – ﹤0.01% 1637
2022
Q2 		$11K Hold
2,256
– – ﹤0.01% 1898
2022
Q1 		$23K Hold
2,256
– – ﹤0.01% 1758
2021
Q4 		$30K Hold
2,256
– – ﹤0.01% 1954
2021
Q3 		$19K Hold
2,256
– – ﹤0.01% 1882
2021
Q2 		$20K Sell
2,256
-33,520
-94% -$261K ﹤0.01% 1875
2021
Q1 		$268K Buy
+35,776
New +$260K 0.01% 931

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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Spire Wealth Management's USD Position: Q2 2026 in Review

Spire Wealth Management reduced its ProShares Ultra Semiconductors (USD) stake by 39% in Q2 2026, selling an estimated $149K and leaving 2,686 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #688.

Spire Wealth Management first reported a position in USD in Q1 2021 and has held it in 22 quarters since. 70 funds tracked by Wall St. Rank hold USD as of Q2 2026.

  • Spire Wealth Management held 2,686 shares of ProShares Ultra Semiconductors worth $280K as of Q2 2026.
  • Spire Wealth Management sold 1,709 ProShares Ultra Semiconductors shares in Q2 2026, an estimated $149K.
  • ProShares Ultra Semiconductors made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #688 holding.
  • Spire Wealth Management first reported a position in ProShares Ultra Semiconductors in Q1 2021 and has held it in 22 quarters since.
  • 70 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.