Cerity Partners
ROM icon

Cerity Partners’s ProShares Ultra Technology ROM Stock Holding History

Cerity Partners’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
-6,400
Closed -$604K – 3376
2025
Q4 		$604K Hold
6,400
– – ﹤0.01% 1987
2025
Q3 		$593K Hold
6,400
– – ﹤0.01% 1871
2025
Q2 		$487K Buy
+6,400
New +$381K ﹤0.01% 1870

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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

Cerity Partners's ROM Position: Q1 2026 in Review

Cerity Partners sold out of ProShares Ultra Technology (ROM) in Q1 2026, closing a stake of 6,400 shares — an estimated $604K sold.

Cerity Partners first reported a position in ROM in Q2 2025 and held it in 3 quarters. The position peaked at $604K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Cerity Partners reported no remaining ProShares Ultra Technology position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 6,400 ProShares Ultra Technology shares in Q1 2026, an estimated $604K.
  • Cerity Partners first reported a position in ProShares Ultra Technology in Q2 2025 and held it in 3 quarters.
  • Cerity Partners's ProShares Ultra Technology position peaked at $604K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.