Clearwater Capital Advisors
ROM icon

Clearwater Capital Advisors’s ProShares Ultra Technology ROM Stock Holding History

Clearwater Capital Advisors’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
Q3 		$498K Sell
3,131
-900
-22% -$129K 0.04% 125
2026
Q2 		$626K Hold
4,031
– – 0.05% 111
2026
Q1 		$316K Buy
+4,031
New +$360K 0.03% 141

Other funds holding ROM

TWP
Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Retirement Planning Company of New England
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearwater Capital Advisors's ROM Position: Q3 2026 in Review

Clearwater Capital Advisors reduced its ProShares Ultra Technology (ROM) stake by 22% in Q3 2026, selling an estimated $129K and leaving 3,131 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #125.

Clearwater Capital Advisors first reported a position in ROM in Q1 2026 and has held it in 3 quarters since. The position peaked at $626K in Q2 2026. 62 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

  • Clearwater Capital Advisors held 3,131 shares of ProShares Ultra Technology worth $498K as of Q3 2026.
  • Clearwater Capital Advisors sold 900 ProShares Ultra Technology shares in Q3 2026, an estimated $129K.
  • ProShares Ultra Technology made up 0.04% of Clearwater Capital Advisors's portfolio in Q3 2026, its #125 holding.
  • Clearwater Capital Advisors first reported a position in ProShares Ultra Technology in Q1 2026 and has held it in 3 quarters since.
  • Clearwater Capital Advisors's ProShares Ultra Technology position peaked at $626K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Clearwater Capital Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.