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 $168M AUM 90.66% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's ROM Position: Q2 2026 in Review

Creative Planning reduced its ProShares Ultra Technology (ROM) stake by 1.7% in Q2 2026, selling an estimated $42.7K and leaving 19,629 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Creative Planning first reported a position in ROM in Q4 2013 and has held it in 41 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Creative Planning held 19,629 shares of ProShares Ultra Technology worth $3.05M as of Q2 2026.
  • Creative Planning sold 332 ProShares Ultra Technology shares in Q2 2026, an estimated $42.7K.
  • ProShares Ultra Technology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1772 holding.
  • Creative Planning first reported a position in ProShares Ultra Technology in Q4 2013 and has held it in 41 quarters since.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.