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Dale Q Rice Investment Management Ltd Historic Quarter Change: USA ETF, Added

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Dale Q Rice Investment Management Ltd historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Dale Q Rice Investment Management Ltd opened 79 positions, added to 41, reduced 68 and sold out of 108.

  • Q1 2026: Stock QLD; Country of operation —; Class UIE; Shares before 239,454.
  • Q1 2026: Stock USD; Country of operation —; Class UIE; Shares before 438,563.
  • Q1 2026: Stock IJH; Country of operation —; Class UIE; Shares before 30,167.
  • Q1 2026: Stock IJR; Country of operation —; Class UIE; Shares before 4,148.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2041427), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026QLD
PROSHARES ULTRA QQQ		UIE239,454247,938+8,484$16,850,028$15,124,218-$1,725,8102026-05-08
Q1 2026USD
PROSHARES ULTRA SEMICONDUCTORS		UIE438,563447,279+8,716$23,009,367$21,447,038-$1,562,3292026-05-08
Q1 2026IJH
ISHARES CORE S&P MID-CAPETF		UIE30,16731,002+835$1,991,055$2,093,554+$102,4992026-05-08
Q1 2026IJR
ISHARES CORE S&P SMALL-CAP ETF		UIE4,1484,366+218$498,521$542,756+$44,2352026-05-08
Q3 2025USD
PROSHARES ULTRA SEMICONDUCTORS ETF		UIT EXCHANGE TRADED222,280230,848+8,568$18,342,545$25,171,666+$6,829,1212025-10-15
Q3 2025QLD
PROSHARES ULTRA QQQ ETF		UIT EXCHANGE TRADED116,416123,218+6,802$13,941,980$17,466,152+$3,524,1722025-10-15
Q3 2025SPY
SPDR S&P 500 ETF		UIT EXCHANGE TRADED10,46110,509+48$6,529,713$7,053,548+$523,8352025-10-15
Q3 2025IYW
ISHARES US TECHNOLOGY ETF		UIT EXCHANGE TRADED11,18911,225+36$1,982,019$2,251,847+$269,8282025-10-15
Q3 2025TQQQ
PROSHARES ULTRAPRO QQQ ETF		UIT EXCHANGE TRADED4,1134,133+20$349,893$448,224+$98,3312025-10-15
Q3 2025RFG
INVSC S P MIDCAP 400 PURE GROWTH ETF		UIT EXCHANGE TRADED9,9089,909+1$488,339$504,239+$15,9002025-10-15
Q1 2025QQQ
INVESCO QQQ TRUST		UIT EXCHANGE TRADED15,12729,749+14,622$7,733,240$13,949,652+$6,216,4122025-04-22
Q1 2025QLD
PROSHARES ULTRA QQQ ETF		UIT EXCHANGE TRADED113,334204,373+91,039$12,267,272$18,164,672+$5,897,4002025-04-22
Q1 2025SPY
SPDR S&P 500 ETF		UIT EXCHANGE TRADED9,55119,692+10,141$5,597,739$11,015,721+$5,417,9822025-04-22
Q1 2025IHI
ISHARES US MEDICAL DEVICES ETF		UIT EXCHANGE TRADED36,35371,592+35,239$2,121,178$4,309,103+$2,187,9252025-04-22
Q1 2025IJH
ISHARES CORE S&P MID CAPETF		UIT EXCHANGE TRADED35,10368,262+33,159$2,187,274$3,983,127+$1,795,8532025-04-22
Q1 2025XSD
SPDR S&P SEMICONDUCTOR ETF		UIT EXCHANGE TRADED11,30222,145+10,843$2,808,022$4,446,200+$1,638,1782025-04-22
Q1 2025USD
PROSHARES ULTRA SEMICONDUCTORS ETF		UIT EXCHANGE TRADED218,337387,680+169,343$14,222,472$15,646,765+$1,424,2932025-04-22
Q1 2025IYW
ISHARES US TECHNOLOGY ETF		UIT EXCHANGE TRADED11,19022,380+11,190$1,785,029$3,143,048+$1,358,0192025-04-22
Q1 2025TMFC
MOTLEY FOOL 100 INDEX ETF		UIT EXCHANGE TRADED23,69148,191+24,500$1,424,331$2,680,435+$1,256,1042025-04-22
Q1 2025DVY
ISHARES SELECT DIVIDEND ETF		UIT EXCHANGE TRADED6,18512,567+6,382$812,029$1,687,623+$875,5942025-04-22
Q1 2025RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		UIT EXCHANGE TRADED4,5689,147+4,579$800,451$1,584,536+$784,0852025-04-22
Q1 2025DIG
PROSHARES ULTRA ENERGY ETF		UIT EXCHANGE TRADED15,53631,072+15,536$559,917$1,310,928+$751,0112025-04-22
Q1 2025XSW
SPDR S&P SOFTWARE SERVICES ETF		UIT EXCHANGE TRADED4,3039,519+5,216$813,145$1,521,798+$708,6532025-04-22
Q1 2025FBT
FIRST TRUST NYSE ARCA BIOTECH ID ETF		UIT EXCHANGE TRADED4,1438,201+4,058$688,608$1,395,114+$706,5062025-04-22
Q1 2025SCHD
SCHWAB US DIVIDEND EQUITY ETF		UIT EXCHANGE TRADED22,02345,006+22,983$601,668$1,258,368+$656,7002025-04-22
Q1 2025XLK
TECHNOLOGY SELECT SECTORSPDR ETF		UIT EXCHANGE TRADED3,2166,210+2,994$747,738$1,282,158+$534,4202025-04-22
Q1 2025IJR
ISHARES CORE S&P SMALL CAP ETF		UIT EXCHANGE TRADED5,37510,774+5,399$619,270$1,126,560+$507,2902025-04-22
Q1 2025AGG
ISHARES CORE US AGGREGATE BOND ETF		UIT EXCHANGE TRADED4,9819,694+4,713$482,659$958,930+$476,2712025-04-22
Q1 2025RFV
INVSC S P MIDCAP 400 PURE VALUE ETF		UIT EXCHANGE TRADED4,5578,998+4,441$552,681$1,026,884+$474,2032025-04-22
Q1 2025DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF		UIT EXCHANGE TRADED1,0802,156+1,076$459,540$905,262+$445,7222025-04-22
Q1 2025RFG
INVSC S P MIDCAP 400 PURE GROWTH ETF		UIT EXCHANGE TRADED11,85121,830+9,979$573,813$956,848+$383,0352025-04-22
Q1 2025IBB
ISHARES BIOTECHNOLOGY ETF		UIT EXCHANGE TRADED2,9215,793+2,872$386,185$740,924+$354,7392025-04-22
Q1 2025FXL
FIRST TRUST TECHNOLOGY ALPHADEX ETF		UIT EXCHANGE TRADED3,2926,210+2,918$489,027$821,272+$332,2452025-04-22
Q1 2025RPV
INVSC S P 500 PURE VALUEETF		UIT EXCHANGE TRADED3,1396,262+3,123$283,169$578,296+$295,1272025-04-22
Q1 2025IYJ
ISHARES US INDUSTRIALS ETF		UIT EXCHANGE TRADED2,0654,130+2,065$275,719$537,644+$261,9252025-04-22
Q1 2025IJK
ISHARES S&P MID CAP 400 GRWTH ETF		UIT EXCHANGE TRADED3,4456,890+3,445$313,254$573,800+$260,5462025-04-22
Q1 2025FV
FIRST TRST DORSEY WRIGHTFOCUS 5 ETF		UIT EXCHANGE TRADED4,8319,652+4,821$285,319$529,508+$244,1892025-04-22
Q1 2025SOXX
ISHARES SEMICONDUCTOR ETF		UIT EXCHANGE TRADED1,0282,131+1,103$221,524$400,991+$179,4672025-04-22
Q1 2025SSO
PROSHARES ULTRA S&P 500 ETF		UIT EXCHANGE TRADED2,3414,682+2,341$216,566$387,576+$171,0102025-04-22
Q1 2025ROM
PROSHARES ULTRA TECHNOLOGY ETF		UIT EXCHANGE TRADED14,70921,331+6,622$1,025,659$1,139,714+$114,0552025-04-22
Q1 2025TQQQ
PROSHARES ULTRAPRO QQQ ETF		UIT EXCHANGE TRADED3,6265,179+1,553$286,925$296,758+$9,8332025-04-22

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