Creative Planning
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Creative Planning’s ProShares Ultra Technology ROM Stock Holding History

Creative Planning’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 		$1.56M Buy
19,961
+12,461
+166% +$1.11M ﹤0.01% 2095
2025
Q4 		$707K Sell
7,500
-6
-0.1% -$576 ﹤0.01% 2561
2025
Q3 		$695K Buy
7,506
+86
+1% +$7.09K ﹤0.01% 2439
2025
Q2 		$565K Hold
7,420
– – ﹤0.01% 2350
2025
Q1 		$396K Sell
7,420
-223
-3% -$14.6K ﹤0.01% 2505
2024
Q4 		$533K Hold
7,643
– – ﹤0.01% 2158
2024
Q3 		$513K Sell
7,643
-487
-6% -$31.5K ﹤0.01% 2087
2024
Q2 		$568K Hold
8,130
– – ﹤0.01% 1844
2024
Q1 		$494K Sell
8,130
-40
-0.5% -$2.31K ﹤0.01% 1857
2023
Q4 		$434K Hold
8,170
– – ﹤0.01% 1802
2023
Q3 		$320K Hold
8,170
– – ﹤0.01% 1882
2023
Q2 		$368K Sell
8,170
-5,300
-39% -$199K ﹤0.01% 1752
2023
Q1 		$468K Buy
13,470
+3,456
+35% +$98.6K ﹤0.01% 1505
2022
Q4 		$230K Sell
10,014
-22,369
-69% -$560K ﹤0.01% 1921
2022
Q3 		$767K Sell
32,383
-707
-2% -$22.7K ﹤0.01% 1086
2022
Q2 		$946K Buy
+33,090
New +$1.19M ﹤0.01% 999
2022
Q1 		– Sell
-3,888
Closed -$248K – 2427
2021
Q4 		$248K Buy
+3,888
New +$232K ﹤0.01% 1749
2021
Q3 		– Sell
-13,852
Closed -$667K – 2209
2021
Q2 		$667K Sell
13,852
-3,456
-20% -$147K ﹤0.01% 1117
2021
Q1 		$650K Sell
17,308
-9,810
-36% -$369K ﹤0.01% 1264
2020
Q4 		$971K Buy
27,118
+8,820
+48% +$282K ﹤0.01% 967
2020
Q3 		$521K Buy
18,298
+1,234
+7% +$33.7K ﹤0.01% 1120
2020
Q2 		$398K Buy
17,064
+2,248
+15% +$43K ﹤0.01% 1155
2020
Q1 		$206K Sell
14,816
-2,560
-15% -$50K ﹤0.01% 1378
2019
Q4 		$345K Hold
17,376
– – ﹤0.01% 1322
2019
Q3 		$268K Hold
17,376
– – ﹤0.01% 1430
2019
Q2 		$256K Buy
+17,376
New +$251K ﹤0.01% 1466
2018
Q4 		– Sell
-15,496
Closed -$234K – 2083
2018
Q3 		$234K Buy
+15,496
New +$222K ﹤0.01% 1570
2017
Q3 		– Sell
-6,864
Closed -$56K – 3340
2017
Q2 		$56K Buy
6,864
+48
+0.7% +$396 ﹤0.01% 2438
2017
Q1 		$52K Hold
6,816
– – ﹤0.01% 2449
2016
Q4 		$41K Hold
6,816
– – ﹤0.01% 2551
2016
Q3 		$41K Buy
6,816
+6,400
+1,538% +$35.3K ﹤0.01% 2522
2016
Q2 		$2K Buy
+416
New +$1.96K ﹤0.01% 4047
2016
Q1 		– Sell
-9,600
Closed -$47K – 4487
2015
Q4 		$47K Hold
9,600
– – ﹤0.01% 2168
2015
Q3 		$40K Buy
+9,600
New +$44.2K ﹤0.01% 2202
2015
Q2 		– Sell
-8,000
Closed -$38K – 2608
2015
Q1 		$38K Sell
8,000
-2,688
-25% -$12.9K ﹤0.01% 2218
2014
Q4 		$51K Sell
10,688
-2,912
-21% -$13.2K ﹤0.01% 1994
2014
Q3 		$60K Buy
13,600
+11,840
+673% +$51.7K ﹤0.01% 1808
2014
Q2 		$7K Hold
1,760
– – ﹤0.01% 3058
2014
Q1 		$6K Sell
1,760
-16,000
-90% -$55.9K ﹤0.01% 3009
2013
Q4 		$61K Buy
+17,760
New +$54K ﹤0.01% 1469

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Creative Planning's ROM Position: Q1 2026 in Review

Creative Planning increased its ProShares Ultra Technology (ROM) stake by 166% in Q1 2026, buying an estimated $1.11M and bringing the position to 19,961 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Creative Planning first reported a position in ROM in Q4 2013 and has held it in 40 quarters since. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Creative Planning held 19,961 shares of ProShares Ultra Technology worth $1.56M as of Q1 2026.
  • Creative Planning bought 12,461 ProShares Ultra Technology shares in Q1 2026, an estimated $1.11M.
  • ProShares Ultra Technology made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2095 holding.
  • Creative Planning first reported a position in ProShares Ultra Technology in Q4 2013 and has held it in 40 quarters since.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.