Capital Investment Advisory Services’s ProShares Ultra Technology ROM Stock Holding History

Capital Investment Advisory Services’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	–	Sell	-20	Closed	-$1.57K	–	1326
2026 Q1	$1.57K	Buy	+20	New	+$1.79K	﹤0.01%	1172
2025 Q2	–	Sell	-170	Closed	-$9.08K	–	1084
2025 Q1	$9.08K	Buy	+170	New	+$11.1K	﹤0.01%	882
2023 Q4	–	Sell	-130	Closed	-$5.09K	–	1009
2023 Q3	$5.09K	Sell	130 -395	-75%	-$17.1K	﹤0.01%	841
2023 Q2	$23.6K	Sell	525 -10	-2%	-$375	﹤0.01%	684
2023 Q1	$18.6K	Hold	535	–	–	﹤0.01%	693
2022 Q4	$12.3K	Buy	535 +25	+5%	+$626	﹤0.01%	731
2022 Q3	$12K	Buy	510 +50	+11%	+$1.6K	﹤0.01%	682
2022 Q2	$13K	Buy	460 +250	+119%	+$9.01K	﹤0.01%	698
2022 Q1	$11K	Buy	+210	New	+$10.4K	﹤0.01%	739
2021 Q4	–	Sell	-20	Closed	-$1K	–	833
2021 Q3	$1K	Buy	+20	New	+$1.06K	﹤0.01%	751
2019 Q2	–	Sell	-800	Closed	-$11K	–	1437
2019 Q1	$11K	Sell	800 -440	-35%	-$5.33K	﹤0.01%	820
2018 Q4	$12K	Buy	+1,240	New	+$14.7K	0.01%	765

Other funds holding ROM

RCA

Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Capital Investment Advisory Services's ROM Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of ProShares Ultra Technology (ROM) in Q2 2026, closing a stake of 20 shares — an estimated $1.57K sold.

Capital Investment Advisory Services first reported a position in ROM in Q4 2018 and held it in 12 quarters. The position peaked at $23.6K in Q2 2023. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Capital Investment Advisory Services reported no remaining ProShares Ultra Technology position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 20 ProShares Ultra Technology shares in Q2 2026, an estimated $1.57K.
Capital Investment Advisory Services first reported a position in ProShares Ultra Technology in Q4 2018 and held it in 12 quarters.
Capital Investment Advisory Services's ProShares Ultra Technology position peaked at $23.6K in Q2 2023.
73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.