FTUS
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Flow Traders U.S.’s ProShares Ultra Technology ROM Stock Holding History

Flow Traders U.S.’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
2023
Q4 		– Sell
-12,031
Closed -$471K – 1054
2023
Q3 		$471K Buy
+12,031
New +$522K 0.02% 496
2022
Q1 		– Sell
-14,194
Closed -$904K – 956
2021
Q4 		$904K Buy
14,194
+1,902
+15% +$113K 0.05% 311
2021
Q3 		$611K Buy
+12,292
New +$652K 0.02% 640

Other funds holding ROM

PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Flow Traders U.S.'s ROM Position: Q4 2023 in Review

Flow Traders U.S. sold out of ProShares Ultra Technology (ROM) in Q4 2023, closing a stake of 12,031 shares — an estimated $471K sold.

Flow Traders U.S. first reported a position in ROM in Q3 2021 and held it in 3 quarters. The position peaked at $904K in Q4 2021. 43 funds tracked by Wall St. Rank hold ROM as of Q4 2023.

  • Flow Traders U.S. reported no remaining ProShares Ultra Technology position as of Q4 2023 after selling out during the quarter.
  • Flow Traders U.S. sold 12,031 ProShares Ultra Technology shares in Q4 2023, an estimated $471K.
  • Flow Traders U.S. first reported a position in ProShares Ultra Technology in Q3 2021 and held it in 3 quarters.
  • Flow Traders U.S.'s ProShares Ultra Technology position peaked at $904K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2023.

Based on Flow Traders U.S.'s 13F filing for Q4 2023, filed 14 Feb 2024.