CPIG
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Chicago Partners Investment Group’s ProShares Ultra Technology ROM Stock Holding History

Chicago Partners Investment Group’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 		$467K Sell
4,234
-1,204
-22% -$108K 0.01% 931
2025
Q4 		$518K Hold
5,438
– – 0.01% 743
2025
Q3 		$573K Sell
5,438
-11,995
-69% -$989K 0.02% 624
2025
Q2 		$1.4M Buy
17,433
+13,566
+351% +$809K 0.04% 328
2025
Q1 		$217K Buy
+3,867
New +$253K 0.01% 835

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

Chicago Partners Investment Group's ROM Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its ProShares Ultra Technology (ROM) stake by 22% in Q1 2026, selling an estimated $108K and leaving 4,234 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #931.

Chicago Partners Investment Group first reported a position in ROM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Chicago Partners Investment Group held 4,234 shares of ProShares Ultra Technology worth $467K as of Q1 2026.
  • Chicago Partners Investment Group sold 1,204 ProShares Ultra Technology shares in Q1 2026, an estimated $108K.
  • ProShares Ultra Technology made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #931 holding.
  • Chicago Partners Investment Group first reported a position in ProShares Ultra Technology in Q1 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's ProShares Ultra Technology position peaked at $1.4M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.