Dale Q Rice Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Dale Q Rice 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 Q1	$1.14M	Hold	14,500	–	–	0.86%	19
2025 Q4	$1.37M	Sell	14,500 -209	-1%	-$20.1K	0.98%	18
2025 Q3	$1.44M	Hold	14,709	–	–	1.02%	17
2025 Q2	$1.16M	Sell	14,709 -6,622	-31%	-$395K	0.97%	18
2025 Q1	$1.14M	Sell	21,331 -8,087	-27%	-$529K	0.59%	27
2024 Q4	$2.05M	Buy	+29,418	New	+$2.07M	0.9%	18

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Dale Q Rice Investment Management's ROM Position: Q1 2026 in Review

Dale Q Rice Investment Management held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 14,500 shares worth $1.14M. The position accounts for 0.86% of the portfolio, ranked #19.

Dale Q Rice Investment Management first reported a position in ROM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2024. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

Dale Q Rice Investment Management held 14,500 shares of ProShares Ultra Technology worth $1.14M as of Q1 2026.
Dale Q Rice Investment Management left its ProShares Ultra Technology share count unchanged in Q1 2026.
ProShares Ultra Technology made up 0.86% of Dale Q Rice Investment Management's portfolio in Q1 2026, its #19 holding.
Dale Q Rice Investment Management first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 6 quarters since.
Dale Q Rice Investment Management's ProShares Ultra Technology position peaked at $2.05M in Q4 2024.
58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q1 2026, filed 8 May 2026.