Baldwin Wealth Partners’s ProShares Ultra Technology ROM Stock Holding History

Baldwin Wealth Partners’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
2022 Q4	–	Sell	-60	Closed	-$1K	–	818
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	651
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	654
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	632
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	577
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	609
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	614
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	600
2020 Q4	$2K	Buy	+60	New	+$1.92K	﹤0.01%	531

Other funds holding ROM

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Baldwin Wealth Partners's ROM Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of ProShares Ultra Technology (ROM) in Q4 2022, closing a stake of 60 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in ROM in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 29 funds tracked by Wall St. Rank hold ROM as of Q4 2022.

Baldwin Wealth Partners reported no remaining ProShares Ultra Technology position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 60 ProShares Ultra Technology shares in Q4 2022, an estimated $1K.
Baldwin Wealth Partners first reported a position in ProShares Ultra Technology in Q4 2020 and held it in 8 quarters.
Baldwin Wealth Partners's ProShares Ultra Technology position peaked at $4K in Q4 2021.
29 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.