Clarity Financial’s ProShares Ultra Technology ROM Stock Holding History

Clarity Financial’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	$375K	Sell	2,416 -150	-6%	-$19.3K	0.03%	92
2026 Q1	$201K	Sell	2,566 -376	-13%	-$33.6K	0.02%	117
2025 Q4	$277K	Sell	2,942 -111	-4%	-$10.7K	0.03%	93
2025 Q3	$283K	Sell	3,053 -799	-21%	-$65.9K	0.03%	98
2025 Q2	$293K	Hold	3,852	–	–	0.03%	93
2025 Q1	$206K	Hold	3,852	–	–	0.02%	103
2024 Q4	$269K	Hold	3,852	–	–	0.03%	100
2024 Q3	$258K	Hold	3,852	–	–	0.03%	128
2024 Q2	$269K	Buy	+3,852	New	+$236K	0.04%	103

Other funds holding ROM

RCA

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

TWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RPCONE

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Clarity Financial's ROM Position: Q2 2026 in Review

Clarity Financial reduced its ProShares Ultra Technology (ROM) stake by 5.8% in Q2 2026, selling an estimated $19.3K and leaving 2,416 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #92.

Clarity Financial first reported a position in ROM in Q2 2024 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Clarity Financial held 2,416 shares of ProShares Ultra Technology worth $375K as of Q2 2026.
Clarity Financial sold 150 ProShares Ultra Technology shares in Q2 2026, an estimated $19.3K.
ProShares Ultra Technology made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #92 holding.
Clarity Financial first reported a position in ProShares Ultra Technology in Q2 2024 and has held it in 9 quarters since.
45 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.