Creative Planning Proshares Ultra Semiconductors Transaction History

Creative Planning

$129 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 18, 2018	SELL	N/A	-9,470 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	N/A	8 Added 0.08%	9,470 $1.16 Million
Q3 2017 Oct 17, 2017	BUY	N/A	9,462	9,462 $961,000

Others Institutions Holding USD

# of Institutions

71

Shares Held

10.1M

Call Options Held

348K

Put Options Held

170K

Mariner, LLC Overland Park, KS

8.9M
Shares

$945 Million
1.16% of portfolio
Integrated Wealth Concepts LLC

301K
Shares

$31.9 Million
0.29% of portfolio
Dale Q Rice Investment Management LTD Vancouver, WA

231K
Shares

$24.5 Million
17.77% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

189K
Shares

$20 Million
0.31% of portfolio
Client First Investment Management LLC West Bend, WI

112K
Shares

$11.8 Million
5.64% of portfolio

About PROSHARES ULTRA SEMICONDUCTORS

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