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
Q1 		$110K Buy
+1,407
New +$126K ﹤0.01% 438

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

Cassaday & Co Wealth Management's ROM Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in ProShares Ultra Technology (ROM) in Q1 2026: 1,407 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,407 shares of ProShares Ultra Technology worth $110K as of Q1 2026.
  • ProShares Ultra Technology was a new Cassaday & Co Wealth Management position in Q1 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #438 holding.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.