Discipline Wealth Solutions’s ProShares Ultra Technology ROM Stock Holding History

Discipline Wealth Solutions’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	$339K	Hold	4,320	–	–	0.04%	141
2025 Q4	$407K	Hold	4,320	–	–	0.08%	115
2025 Q3	$400K	Hold	4,320	–	–	0.11%	110
2025 Q2	$329K	Hold	4,320	–	–	0.13%	77
2025 Q1	$231K	Hold	4,320	–	–	0.11%	72
2024 Q4	$301K	Buy	+4,320	New	+$305K	0.14%	67

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

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

Discipline Wealth Solutions's ROM Position: Q1 2026 in Review

Discipline Wealth Solutions held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 4,320 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #141.

Discipline Wealth Solutions first reported a position in ROM in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

Discipline Wealth Solutions held 4,320 shares of ProShares Ultra Technology worth $339K as of Q1 2026.
Discipline Wealth Solutions left its ProShares Ultra Technology share count unchanged in Q1 2026.
ProShares Ultra Technology made up 0.04% of Discipline Wealth Solutions's portfolio in Q1 2026, its #141 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 6 quarters since.
Discipline Wealth Solutions's ProShares Ultra Technology position peaked at $407K in Q4 2025.
58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.