Commonwealth Equity Services
ROM icon

Commonwealth Equity Services’s ProShares Ultra Technology ROM Stock Holding History

Commonwealth Equity Services’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 		$1.61M Buy
20,540
+409
+2% +$36.6K ﹤0.01% 2198
2025
Q4 		$1.9M Sell
20,131
-682
-3% -$65.5K ﹤0.01% 2028
2025
Q3 		$1.93M Sell
20,813
-895
-4% -$73.8K ﹤0.01% 2023
2025
Q2 		$1.65M Buy
21,708
+1,779
+9% +$106K ﹤0.01% 2147
2025
Q1 		$1.06M Buy
19,929
+318
+2% +$20.8K ﹤0.01% 2403
2024
Q4 		$1.37M Buy
19,611
+26
+0.1% +$1.83K ﹤0.01% 2158
2024
Q3 		$1.31M Buy
19,585
+457
+2% +$29.6K ﹤0.01% 2123
2024
Q2 		$1.34M Sell
19,128
-80
-0.4% -$4.91K ﹤0.01% 2068
2024
Q1 		$1.17M Sell
19,208
-255
-1% -$14.7K ﹤0.01% 2134
2023
Q4 		$1.03M Buy
19,463
+337
+2% +$15.4K ﹤0.01% 2153
2023
Q3 		$749K Buy
19,126
+19
+0.1% +$824 ﹤0.01% 2275
2023
Q2 		$860K Hold
19,107
– – ﹤0.01% 2214
2023
Q1 		$664 Buy
19,107
+350
+2% +$9.99K ﹤0.01% 2318
2022
Q4 		$431K Buy
18,757
+250
+1% +$6.26K ﹤0.01% 2591
2022
Q3 		$438K Sell
18,507
-77
-0.4% -$2.47K ﹤0.01% 2524
2022
Q2 		$531K Buy
18,584
+86
+0.5% +$3.1K ﹤0.01% 2359
2022
Q1 		$925K Buy
18,498
+562
+3% +$27.9K ﹤0.01% 2058
2021
Q4 		$1.14M Buy
17,936
+80
+0.4% +$4.77K ﹤0.01% 1892
2021
Q3 		$887K Hold
17,856
– – ﹤0.01% 2019
2021
Q2 		$859K Buy
17,856
+276
+2% +$11.7K ﹤0.01% 2037
2021
Q1 		$660K Buy
17,580
+1,640
+10% +$61.7K ﹤0.01% 2108
2020
Q4 		$571K Buy
15,940
+816
+5% +$26.1K ﹤0.01% 2062
2020
Q3 		$430K Sell
15,124
-6,116
-29% -$167K ﹤0.01% 2070
2020
Q2 		$495K Buy
21,240
+6,544
+45% +$125K ﹤0.01% 1893
2020
Q1 		$204K Sell
14,696
-1,088
-7% -$21.3K ﹤0.01% 2379
2019
Q4 		$313K Hold
15,784
– – ﹤0.01% 2280
2019
Q3 		$243K Hold
15,784
– – ﹤0.01% 2420
2019
Q2 		$232K Sell
15,784
-1,848
-10% -$26.7K ﹤0.01% 2400
2019
Q1 		$243K Buy
+17,632
New +$214K ﹤0.01% 2322
2018
Q4 		– Sell
-14,904
Closed -$225K – 2793
2018
Q3 		$225K Buy
+14,904
New +$214K ﹤0.01% 2406
2013
Q4 		– Sell
-74,272
Closed -$203K – 1972
2013
Q3 		$203K Sell
74,272
-29,952
-29% -$79.2K ﹤0.01% 1620
2013
Q2 		$248K Buy
+104,224
New +$253K ﹤0.01% 1430

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services's ROM Position: Q1 2026 in Review

Commonwealth Equity Services increased its ProShares Ultra Technology (ROM) stake by 2% in Q1 2026, buying an estimated $36.6K and bringing the position to 20,540 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Commonwealth Equity Services first reported a position in ROM in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.93M in Q3 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Commonwealth Equity Services held 20,540 shares of ProShares Ultra Technology worth $1.61M as of Q1 2026.
  • Commonwealth Equity Services bought 409 ProShares Ultra Technology shares in Q1 2026, an estimated $36.6K.
  • ProShares Ultra Technology made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2198 holding.
  • Commonwealth Equity Services first reported a position in ProShares Ultra Technology in Q2 2013 and has held it in 32 quarters since.
  • Commonwealth Equity Services's ProShares Ultra Technology position peaked at $1.93M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.