Freedom Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Freedom 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
2025 Q3	–	Sell	-11,503	Closed	-$876K	–	568
2025 Q2	$876K	Buy	11,503 +4,575	+66%	+$273K	0.07%	286
2025 Q1	$370K	Buy	6,928 +1,019	+17%	+$66.6K	0.03%	514
2024 Q4	$412K	Buy	+5,909	New	+$417K	0.03%	482
2022 Q2	–	Sell	-12,033	Closed	-$602K	–	822
2022 Q1	$602K	Buy	+12,033	New	+$598K	0.05%	425
2020 Q2	–	Sell	-66,472	Closed	-$1.55M	–	669
2020 Q1	$1.55M	Buy	+66,472	New	+$1.3M	0.14%	140

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Freedom Investment Management's ROM Position: Q3 2025 in Review

Freedom Investment Management sold out of ProShares Ultra Technology (ROM) in Q3 2025, closing a stake of 11,503 shares — an estimated $876K sold.

Freedom Investment Management first reported a position in ROM in Q1 2020 and held it in 5 quarters. The position peaked at $1.55M in Q1 2020. 59 funds tracked by Wall St. Rank hold ROM as of Q3 2025.

Freedom Investment Management reported no remaining ProShares Ultra Technology position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 11,503 ProShares Ultra Technology shares in Q3 2025, an estimated $876K.
Freedom Investment Management first reported a position in ProShares Ultra Technology in Q1 2020 and held it in 5 quarters.
Freedom Investment Management's ProShares Ultra Technology position peaked at $1.55M in Q1 2020.
59 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.