Atria Investments’s ProShares Ultra Technology ROM Stock Holding History

Atria Investments’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
2026 Q1	–	Sell	-2,654	Closed	-$250K	–	2133
2025 Q4	$250K	Buy	+2,654	New	+$255K	﹤0.01%	1851
2014 Q4	–	Sell	-454,144	Closed	-$2.02M	–	460
2014 Q3	$2.02M	Sell	454,144 -6,400	-1%	-$27.9K	0.21%	91
2014 Q2	$1.9M	Sell	460,544 -251,264	-35%	-$938K	0.19%	103
2014 Q1	$2.58M	Sell	711,808 -3,456	-0.5%	-$12.1K	0.26%	59
2013 Q4	$2.46M	Buy	715,264 +133,472	+23%	+$406K	0.24%	65
2013 Q3	$1.59M	Buy	581,792 +229,568	+65%	+$607K	0.17%	92
2013 Q2	$839K	Buy	+352,224	New	+$853K	0.1%	122

Other funds holding ROM

RCA

Runnymede Capital Advisors Dublin, Ohio $116M AUM 35.62% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

TWP

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

RPCONE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments's ROM Position: Q1 2026 in Review

Atria Investments sold out of ProShares Ultra Technology (ROM) in Q1 2026, closing a stake of 2,654 shares — an estimated $250K sold.

Atria Investments first reported a position in ROM in Q2 2013 and held it in 7 quarters. The position peaked at $2.58M in Q1 2014. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

Atria Investments reported no remaining ProShares Ultra Technology position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 2,654 ProShares Ultra Technology shares in Q1 2026, an estimated $250K.
Atria Investments first reported a position in ProShares Ultra Technology in Q2 2013 and held it in 7 quarters.
Atria Investments's ProShares Ultra Technology position peaked at $2.58M in Q1 2014.
58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.