Clarity Capital Partners’s ProShares Ultra Technology ROM Stock Holding History

Clarity Capital 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
2025 Q1	–	Sell	-11,933	Closed	-$832K	–	138
2024 Q4	$832K	Sell	11,933 -901	-7%	-$63.5K	0.43%	47
2024 Q3	$861K	Sell	12,834 -3,460	-21%	-$224K	0.51%	49
2024 Q2	$1.14M	Sell	16,294 -12,580	-44%	-$772K	0.7%	40
2024 Q1	$1.75M	Sell	28,874 -22,323	-44%	-$1.29M	1.15%	24
2023 Q4	$2.72M	Buy	+51,197	New	+$2.35M	1.91%	15

Other funds holding ROM

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

RCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWP

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DQRIM

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

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

RPCONE

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

Clarity Capital Partners's ROM Position: Q1 2025 in Review

Clarity Capital Partners sold out of ProShares Ultra Technology (ROM) in Q1 2025, closing a stake of 11,933 shares — an estimated $832K sold.

Clarity Capital Partners first reported a position in ROM in Q4 2023 and held it in 5 quarters. The position peaked at $2.72M in Q4 2023. 48 funds tracked by Wall St. Rank hold ROM as of Q1 2025.

Clarity Capital Partners reported no remaining ProShares Ultra Technology position as of Q1 2025 after selling out during the quarter.
Clarity Capital Partners sold 11,933 ProShares Ultra Technology shares in Q1 2025, an estimated $832K.
Clarity Capital Partners first reported a position in ProShares Ultra Technology in Q4 2023 and held it in 5 quarters.
Clarity Capital Partners's ProShares Ultra Technology position peaked at $2.72M in Q4 2023.
48 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.