Harbour Investments’s ProShares Ultra Technology ROM Stock Holding History

Harbour Investments’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 Q3	$4.93M	Hold	30,951	–	–	0.07%	238
2026 Q2	$4.8M	Buy	30,951 +1	+0%	+$129	0.06%	277
2026 Q1	$2.43M	Buy	30,950 +349	+1%	+$31.2K	0.04%	437
2025 Q4	$2.89M	Hold	30,601	–	–	0.06%	308
2025 Q3	$2.84M	Hold	30,601	–	–	0.06%	262
2025 Q2	$2.33M	Hold	30,601	–	–	0.06%	293
2025 Q1	$1.63M	Hold	30,601	–	–	0.05%	350
2024 Q4	$2.13M	Hold	30,601	–	–	0.06%	268
2024 Q3	$2.05M	Hold	30,601	–	–	0.06%	265
2024 Q2	$2.14M	Hold	30,601	–	–	0.07%	241
2024 Q1	$1.86M	Hold	30,601	–	–	0.07%	270
2023 Q4	$1.62M	Hold	30,601	–	–	0.07%	269
2023 Q3	$1.2M	Hold	30,601	–	–	0.06%	291
2023 Q2	$1.38M	Hold	30,601	–	–	0.07%	270
2023 Q1	$1.06M	Hold	30,601	–	–	0.06%	308
2022 Q4	$704K	Hold	30,601	–	–	0.04%	377
2022 Q3	$875K	Hold	30,601	–	–	0.06%	311
2022 Q2	$875K	Buy	+30,601	New	+$1.1M	0.06%	311
2021 Q4	$1.96M	Buy	30,730 +130	+0.4%	+$7.76K	0.12%	176
2021 Q3	$1.52M	Hold	30,600	–	–	0.05%	344
2021 Q2	$1.47M	Hold	30,600	–	–	0.05%	362
2021 Q1	$1.15M	Buy	+30,600	New	+$1.15M	0.04%	378

Other funds holding ROM

TWP

Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harbour Investments's ROM Position: Q3 2026 in Review

Harbour Investments held its ProShares Ultra Technology (ROM) position steady in Q3 2026 at 30,951 shares worth $4.93M. The position accounts for 0.07% of the portfolio, ranked #238.

Harbour Investments first reported a position in ROM in Q1 2021 and has held it in 22 quarters since. 56 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

Harbour Investments held 30,951 shares of ProShares Ultra Technology worth $4.93M as of Q3 2026.
Harbour Investments left its ProShares Ultra Technology share count unchanged in Q3 2026.
ProShares Ultra Technology made up 0.07% of Harbour Investments's portfolio in Q3 2026, its #238 holding.
Harbour Investments first reported a position in ProShares Ultra Technology in Q1 2021 and has held it in 22 quarters since.
56 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Harbour Investments's 13F filing for Q3 2026, filed 9 Nov 2026.