Creative Planning
ROM icon

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
2022
Q4 		– Sell
-10,000
Closed -$113K – 2589
2022
Q3 		$113K Hold
10,000
– – ﹤0.01% 2008
2022
Q2 		$83K Buy
+10,000
New +$360K ﹤0.01% 1993

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.