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

Valeo 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	$959K	Hold	9,200	–	–	0.02%	316
2026 Q1	$441K	Hold	9,200	–	–	0.01%	444
2025 Q4	$483K	Hold	9,200	–	–	0.01%	472
2025 Q3	$455K	Hold	9,200	–	–	0.01%	486
2025 Q2	$340K	Buy	+9,200	New	+$230K	0.01%	539
2025 Q1	–	Sell	-9,200	Closed	-$300K	–	773
2024 Q4	$300K	Buy	+9,200	New	+$306K	0.01%	537
2024 Q3	–	Sell	-36,960	Closed	-$1.29M	–	740
2024 Q2	$1.29M	Hold	36,960	–	–	0.04%	201
2024 Q1	$736K	Hold	36,960	–	–	0.03%	289
2023 Q4	$503K	Hold	36,960	–	–	0.02%	363
2023 Q3	$356K	Hold	36,960	–	–	0.02%	414
2023 Q2	$390K	Hold	36,960	–	–	0.02%	367
2023 Q1	$267K	Buy	+36,960	New	+$214K	0.01%	473
2022 Q4	–	Sell	-49,560	Closed	-$178K	–	609
2022 Q3	$178K	Hold	49,560	–	–	0.01%	450
2022 Q2	$235K	Hold	49,560	–	–	0.01%	412
2022 Q1	$495K	Hold	49,560	–	–	0.03%	329
2021 Q4	$654K	Hold	49,560	–	–	0.04%	253
2021 Q3	$424K	Hold	49,560	–	–	0.02%	338
2021 Q2	$448K	Buy	49,560 +12,600	+34%	+$98K	0.03%	282
2021 Q1	$277K	Hold	36,960	–	–	0.01%	371
2020 Q4	$239K	Hold	36,960	–	–	0.01%	382
2020 Q3	$176K	Hold	36,960	–	–	0.02%	352
2020 Q2	$140K	Hold	36,960	–	–	0.01%	401
2020 Q1	$98K	Sell	36,960 -16,032	-30%	-$56.1K	0.01%	431
2019 Q4	$204K	Buy	52,992 +32	+0.1%	+$106	0.02%	319
2019 Q3	$149K	Buy	52,960 +16,000	+43%	+$44K	0.02%	351
2019 Q2	$95K	Hold	36,960	–	–	0.01%	447
2019 Q1	$96K	Hold	36,960	–	–	0.01%	421
2018 Q4	$68K	Hold	36,960	–	–	0.01%	448
2018 Q3	$79K	Buy	+36,960	New	+$104K	0.01%	457

Other funds holding USD

CFIM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Valeo Financial Advisors held its ProShares Ultra Semiconductors (USD) position steady in Q2 2026 at 9,200 shares worth $959K. The position accounts for 0.02% of the portfolio, ranked #316.

Valeo Financial Advisors first reported a position in USD in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.29M in Q2 2024. 9 funds tracked by Wall St. Rank hold USD as of Q2 2026.

Valeo Financial Advisors held 9,200 shares of ProShares Ultra Semiconductors worth $959K as of Q2 2026.
Valeo Financial Advisors left its ProShares Ultra Semiconductors share count unchanged in Q2 2026.
ProShares Ultra Semiconductors made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #316 holding.
Valeo Financial Advisors first reported a position in ProShares Ultra Semiconductors in Q3 2018 and has held it in 29 quarters since.
Valeo Financial Advisors's ProShares Ultra Semiconductors position peaked at $1.29M in Q2 2024.
9 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.