APW
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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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 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. 12 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.
  • 12 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.