Toth Financial Advisory’s ProShares Ultra Semiconductors USD Stock Holding History

Toth Financial Advisory’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
2024 Q4	–	Sell	-220	Closed	-$6.6K	–	753
2024 Q3	$6.6K	Sell	220 -48	-18%	-$1.44K	﹤0.01%	494
2024 Q2	$9.32K	Hold	268	–	–	﹤0.01%	471
2024 Q1	$6.64K	Buy	268 +148	+123%	+$2.89K	﹤0.01%	495
2023 Q4	$1.63K	Buy	+120	New	+$1.31K	﹤0.01%	640
2022 Q1	–	Sell	-320	Closed	-$4K	–	806
2021 Q4	$4K	Hold	320	–	–	﹤0.01%	596
2021 Q3	$3K	Hold	320	–	–	﹤0.01%	622
2021 Q2	$3K	Hold	320	–	–	﹤0.01%	568
2021 Q1	$2K	Hold	320	–	–	﹤0.01%	616
2020 Q4	$2K	Buy	+320	New	+$1.8K	﹤0.01%	552

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UAML

US Asset Management LLC Pittsburgh, Pennsylvania $115M AUM 27.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Toth Financial Advisory's USD Position: Q4 2024 in Review

Toth Financial Advisory sold out of ProShares Ultra Semiconductors (USD) in Q4 2024, closing a stake of 220 shares — an estimated $6.6K sold.

Toth Financial Advisory first reported a position in USD in Q4 2020 and held it in 9 quarters. The position peaked at $9.32K in Q2 2024. 56 funds tracked by Wall St. Rank hold USD as of Q4 2024.

Toth Financial Advisory reported no remaining ProShares Ultra Semiconductors position as of Q4 2024 after selling out during the quarter.
Toth Financial Advisory sold 220 ProShares Ultra Semiconductors shares in Q4 2024, an estimated $6.6K.
Toth Financial Advisory first reported a position in ProShares Ultra Semiconductors in Q4 2020 and held it in 9 quarters.
Toth Financial Advisory's ProShares Ultra Semiconductors position peaked at $9.32K in Q2 2024.
56 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.