Howard Capital Management’s ProShares Ultra Technology ROM Stock Holding History

Howard Capital 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 Q1	–	Sell	-3,061	Closed	-$213K	–	406
2024 Q4	$213K	Hold	3,061	–	–	﹤0.01%	397
2024 Q3	$205K	Hold	3,061	–	–	﹤0.01%	386
2024 Q2	$214K	Buy	+3,061	New	+$188K	0.02%	75
2024 Q1	–	Sell	-5,612	Closed	-$298K	–	84
2023 Q4	$298K	Sell	5,612 -187,470	-97%	-$8.59M	0.04%	53
2023 Q3	$7.56M	Buy	193,082 +15,691	+9%	+$680K	1.02%	10
2023 Q2	$7.98M	Sell	177,391 -101,206	-36%	-$3.8M	1.08%	10
2023 Q1	$9.69M	Buy	+278,597	New	+$7.95M	1.67%	8
2021 Q2	–	Sell	-689,378	Closed	-$29.4M	–	61
2021 Q1	$29.4M	Buy	689,378 +63,886	+10%	+$2.4M	5.23%	7
2020 Q4	$22.6M	Sell	625,492 -251,836	-29%	-$8.04M	4.5%	7
2020 Q3	$25M	Buy	877,328 +92,848	+12%	+$2.54M	5.71%	7
2020 Q2	$19.1M	Buy	+784,480	New	+$15M	5.38%	6

Other funds holding ROM

GAM

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

RCA

Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

Howard Capital Management's ROM Position: Q1 2025 in Review

Howard Capital Management sold out of ProShares Ultra Technology (ROM) in Q1 2025, closing a stake of 3,061 shares — an estimated $213K sold.

Howard Capital Management first reported a position in ROM in Q2 2020 and held it in 11 quarters. The position peaked at $29.4M in Q1 2021. 48 funds tracked by Wall St. Rank hold ROM as of Q1 2025.

Howard Capital Management reported no remaining ProShares Ultra Technology position as of Q1 2025 after selling out during the quarter.
Howard Capital Management sold 3,061 ProShares Ultra Technology shares in Q1 2025, an estimated $213K.
Howard Capital Management first reported a position in ProShares Ultra Technology in Q2 2020 and held it in 11 quarters.
Howard Capital Management's ProShares Ultra Technology position peaked at $29.4M in Q1 2021.
48 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2025.

Based on Howard Capital Management's 13F filing for Q1 2025, filed 8 May 2025.