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Braun-Bostich & Associates’s ProShares Ultra Technology ROM Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-800
Closed -$23K – 175
2020
Q3 		$23K Hold
800
– – 0.02% 203
2020
Q2 		$19K Hold
800
– – 0.02% 176
2020
Q1 		$10K Buy
+800
New +$15.6K 0.01% 211

Other funds holding ROM

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Braun-Bostich & Associates's ROM Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of ProShares Ultra Technology (ROM) in Q4 2020, closing a stake of 800 shares — an estimated $23K sold.

Braun-Bostich & Associates first reported a position in ROM in Q1 2020 and held it in 3 quarters. The position peaked at $23K in Q3 2020. 56 funds tracked by Wall St. Rank hold ROM as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining ProShares Ultra Technology position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 800 ProShares Ultra Technology shares in Q4 2020, an estimated $23K.
  • Braun-Bostich & Associates first reported a position in ProShares Ultra Technology in Q1 2020 and held it in 3 quarters.
  • Braun-Bostich & Associates's ProShares Ultra Technology position peaked at $23K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.