Cambridge Investment Research Advisors
ROM icon

Cambridge Investment Research Advisors’s ProShares Ultra Technology ROM Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-2,213
Closed -$209K – 4046
2025
Q4 		$209K Buy
+2,213
New +$212K ﹤0.01% 3543
2025
Q1 		– Sell
-3,483
Closed -$243K – 3610
2024
Q4 		$243K Buy
3,483
+13
+0.4% +$916 ﹤0.01% 3018
2024
Q3 		$233K Sell
3,470
-46,265
-93% -$2.99M ﹤0.01% 3022
2024
Q2 		$3.47M Buy
49,735
+42,654
+602% +$2.62M 0.01% 953
2024
Q1 		$430K Buy
+7,081
New +$409K ﹤0.01% 2399
2022
Q2 		– Sell
-4,494
Closed -$225K – 3185
2022
Q1 		$225K Buy
4,494
+518
+13% +$25.8K ﹤0.01% 2784
2021
Q4 		$253K Buy
+3,976
New +$237K ﹤0.01% 2688
2021
Q1 		– Sell
-8,664
Closed -$310K – 2973
2020
Q4 		$310K Sell
8,664
-35,390
-80% -$1.13M ﹤0.01% 2107
2020
Q3 		$1.25M Buy
44,054
+31,766
+259% +$868K 0.01% 1054
2020
Q2 		$287K Sell
12,288
-10,480
-46% -$200K ﹤0.01% 1920
2020
Q1 		$317K Buy
+22,768
New +$445K ﹤0.01% 1646
2019
Q2 		– Sell
-161,688
Closed -$2.23M – 2321
2019
Q1 		$2.23M Buy
+161,688
New +$1.96M 0.02% 670
2018
Q4 		– Sell
-270,424
Closed -$4.08M – 2263
2018
Q3 		$4.08M Sell
270,424
-67,208
-20% -$965K 0.04% 431
2018
Q2 		$4.34M Buy
+337,632
New +$4.28M 0.05% 380
2014
Q2 		– Sell
-66,272
Closed -$240K – 1370
2014
Q1 		$240K Sell
66,272
-6,208
-9% -$21.7K 0.01% 1057
2013
Q4 		$249K Buy
+72,480
New +$220K 0.01% 971

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $116M AUM 35.62% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's ROM Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of ProShares Ultra Technology (ROM) in Q1 2026, closing a stake of 2,213 shares — an estimated $209K sold.

Cambridge Investment Research Advisors first reported a position in ROM in Q4 2013 and held it in 16 quarters. The position peaked at $4.34M in Q2 2018. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining ProShares Ultra Technology position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,213 ProShares Ultra Technology shares in Q1 2026, an estimated $209K.
  • Cambridge Investment Research Advisors first reported a position in ProShares Ultra Technology in Q4 2013 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's ProShares Ultra Technology position peaked at $4.34M in Q2 2018.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.