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Aventura Private Wealth’s ProShares Ultra Technology ROM Stock Holding History

Aventura Private Wealth’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
Q2 		$124K Hold
800
– – 0.04% 219
2026
Q1 		$62.7K Hold
800
– – 0.02% 285
2025
Q4 		$75.4K Hold
800
– – 0.03% 239
2025
Q3 		$74.1K Hold
800
– – 0.03% 248
2025
Q2 		$60.9K Hold
800
– – 0.03% 266
2025
Q1 		$42.7K Hold
800
– – 0.02% 283
2024
Q4 		$55.8K Buy
+800
New +$56.4K 0.03% 246

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Aventura Private Wealth's ROM Position: Q2 2026 in Review

Aventura Private Wealth held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 800 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #219.

Aventura Private Wealth first reported a position in ROM in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Aventura Private Wealth held 800 shares of ProShares Ultra Technology worth $124K as of Q2 2026.
  • Aventura Private Wealth left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #219 holding.
  • Aventura Private Wealth first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.