CFIM
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Client First Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Client First Investment Management’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 		$4.85M Buy
+30,481
New +$4.37M 2.31% 8
2024
Q1 		– Sell
-81,655
Closed -$4.33M – 28
2023
Q4 		$4.33M Buy
+81,655
New +$3.74M 4.21% 5

Other funds holding ROM

DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Client First Investment Management's ROM Position: Q3 2026 in Review

Client First Investment Management opened a new position in ProShares Ultra Technology (ROM) in Q3 2026: 30,481 shares worth $4.85M. The stake represents 2.31% of the portfolio and ranks #8 among its holdings. This is a return to the name: Client First Investment Management previously reported a position in ROM as recently as Q4 2023.

Client First Investment Management first reported a position in ROM in Q4 2023 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

  • Client First Investment Management held 30,481 shares of ProShares Ultra Technology worth $4.85M as of Q3 2026.
  • ProShares Ultra Technology was a new Client First Investment Management position in Q3 2026.
  • ProShares Ultra Technology made up 2.31% of Client First Investment Management's portfolio in Q3 2026, its #8 holding.
  • Client First Investment Management first reported a position in ProShares Ultra Technology in Q4 2023 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.