AWA
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Arkadios Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-700
Closed -$34K – 1518
2021
Q3 		$34K Buy
+700
New +$37.1K ﹤0.01% 1019

Other funds holding ROM

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's ROM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of ProShares Ultra Technology (ROM) in Q4 2021, closing a stake of 700 shares — an estimated $34K sold.

Arkadios Wealth Advisors first reported a position in ROM in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 59 funds tracked by Wall St. Rank hold ROM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining ProShares Ultra Technology position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 700 ProShares Ultra Technology shares in Q4 2021, an estimated $34K.
  • Arkadios Wealth Advisors first reported a position in ProShares Ultra Technology in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's ProShares Ultra Technology position peaked at $34K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.