CCWM
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Cassaday & Co Wealth Management’s ProShares Ultra Technology ROM Stock Holding History

Cassaday & Co Wealth 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
2026
Q2 		$218K Hold
1,407
– – ﹤0.01% 346
2026
Q1 		$110K Buy
+1,407
New +$126K ﹤0.01% 438

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
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
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

Cassaday & Co Wealth Management's ROM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 1,407 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Cassaday & Co Wealth Management first reported a position in ROM in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,407 shares of ProShares Ultra Technology worth $218K as of Q2 2026.
  • Cassaday & Co Wealth Management left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Cassaday & Co Wealth Management first reported a position in ProShares Ultra Technology in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.