Empirical Wealth Management’s ProShares Ultra Technology ROM Stock Holding History

Empirical Wealth 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
2025 Q4	–	Sell	-3,622	Closed	-$336K	–	966
2025 Q3	$336K	Hold	3,622	–	–	0.01%	581
2025 Q2	$276K	Buy	+3,622	New	+$216K	0.01%	558
2025 Q1	–	Sell	-3,622	Closed	-$253K	–	704
2024 Q4	$253K	Sell	3,622 -5	-0.1%	-$352	0.01%	534
2024 Q3	$243K	Buy	3,627 +5	+0.1%	+$324	0.01%	503
2024 Q2	$253K	Hold	3,622	–	–	0.01%	483
2024 Q1	$220K	Sell	3,622 -185	-5%	-$10.7K	0.01%	491
2023 Q4	$202K	Buy	+3,807	New	+$174K	0.01%	472

Other funds holding ROM

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

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

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empirical Wealth Management's ROM Position: Q4 2025 in Review

Empirical Wealth Management sold out of ProShares Ultra Technology (ROM) in Q4 2025, closing a stake of 3,622 shares — an estimated $336K sold.

Empirical Wealth Management first reported a position in ROM in Q4 2023 and held it in 7 quarters. The position peaked at $336K in Q3 2025. 62 funds tracked by Wall St. Rank hold ROM as of Q4 2025.

Empirical Wealth Management reported no remaining ProShares Ultra Technology position as of Q4 2025 after selling out during the quarter.
Empirical Wealth Management sold 3,622 ProShares Ultra Technology shares in Q4 2025, an estimated $336K.
Empirical Wealth Management first reported a position in ProShares Ultra Technology in Q4 2023 and held it in 7 quarters.
Empirical Wealth Management's ProShares Ultra Technology position peaked at $336K in Q3 2025.
62 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.