Bridges Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Bridges Investment Management’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	-14,400	Closed	-$341K	–	214
2022 Q3	$341K	Hold	14,400	–	–	0.01%	188
2022 Q2	$412K	Hold	14,400	–	–	0.02%	183
2022 Q1	$720K	Hold	14,400	–	–	0.02%	163
2021 Q4	$917K	Hold	14,400	–	–	0.03%	153
2021 Q3	$716K	Hold	14,400	–	–	0.02%	159
2021 Q2	$693K	Hold	14,400	–	–	0.02%	161
2021 Q1	$541K	Hold	14,400	–	–	0.02%	171
2020 Q4	$516K	Hold	14,400	–	–	0.02%	168
2020 Q3	$410K	Hold	14,400	–	–	0.01%	173
2020 Q2	$336K	Hold	14,400	–	–	0.01%	185
2020 Q1	$200K	Hold	14,400	–	–	0.01%	211
2019 Q4	$286K	Hold	14,400	–	–	0.01%	247
2019 Q3	$222K	Hold	14,400	–	–	0.01%	406
2019 Q2	$212K	Buy	+14,400	New	+$208K	0.01%	408
2019 Q1	–	Sell	-24,000	Closed	-$237K	–	349
2018 Q4	$237K	Buy	+24,000	New	+$285K	0.01%	325

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

Bridges Investment Management's ROM Position: Q4 2022 in Review

Bridges Investment Management sold out of ProShares Ultra Technology (ROM) in Q4 2022, closing a stake of 14,400 shares — an estimated $341K sold.

Bridges Investment Management first reported a position in ROM in Q4 2018 and held it in 15 quarters. The position peaked at $917K in Q4 2021. 29 funds tracked by Wall St. Rank hold ROM as of Q4 2022.

Bridges Investment Management reported no remaining ProShares Ultra Technology position as of Q4 2022 after selling out during the quarter.
Bridges Investment Management sold 14,400 ProShares Ultra Technology shares in Q4 2022, an estimated $341K.
Bridges Investment Management first reported a position in ProShares Ultra Technology in Q4 2018 and held it in 15 quarters.
Bridges Investment Management's ProShares Ultra Technology position peaked at $917K in Q4 2021.
29 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2022.

Based on Bridges Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.