Advisory Services Network’s ProShares Ultra Technology ROM Stock Holding History

Advisory Services Network’s Portfolio ROM Stock Details ROM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-173	Closed	-$9.18K	–	3218
2023 Q4	$9.18K	Buy	+173	New	+$7.93K	﹤0.01%	2898
2023 Q2	–	Sell	-148	Closed	-$5.14K	–	3209
2023 Q1	$5.14K	Hold	148	–	–	﹤0.01%	3145
2022 Q4	$3.4K	Buy	+148	New	+$3.71K	﹤0.01%	3259
2021 Q3	–	Sell	-948	Closed	-$46K	–	2859
2021 Q2	$46K	Buy	+948	New	+$40.3K	﹤0.01%	2053
2021 Q1	–	Sell	-968	Closed	-$35K	–	2621
2020 Q4	$35K	Hold	968	–	–	﹤0.01%	1863
2020 Q3	$28K	Buy	+968	New	+$26.4K	﹤0.01%	1904
2020 Q2	–	Sell	-192	Closed	-$3K	–	2398
2020 Q1	$3K	Sell	192 -8	-4%	-$156	﹤0.01%	2664
2019 Q4	$4K	Buy	+200	New	+$3.49K	﹤0.01%	2693
2017 Q4	–	Sell	-800	Closed	-$7K	–	2606
2017 Q3	$7K	Buy	+800	New	+$7.16K	﹤0.01%	1751

Other funds holding ROM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's ROM Position: Q1 2024 in Review

Advisory Services Network sold out of ProShares Ultra Technology (ROM) in Q1 2024, closing a stake of 173 shares — an estimated $9.18K sold.

Advisory Services Network first reported a position in ROM in Q3 2017 and held it in 9 quarters. The position peaked at $46K in Q2 2021. 45 funds tracked by Wall St. Rank hold ROM as of Q1 2024.

Advisory Services Network reported no remaining ProShares Ultra Technology position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 173 ProShares Ultra Technology shares in Q1 2024, an estimated $9.18K.
Advisory Services Network first reported a position in ProShares Ultra Technology in Q3 2017 and held it in 9 quarters.
Advisory Services Network's ProShares Ultra Technology position peaked at $46K in Q2 2021.
45 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.