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IFP Advisors’s ProShares Ultra Technology ROM Stock Holding History

IFP Advisors’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
Q2 		$155K Hold
1,000
– – ﹤0.01% 1680
2026
Q1 		$78.4K Buy
+1,000
New +$89.4K ﹤0.01% 1991
2025
Q3 		– Sell
-1,000
Closed -$76.1K – 4920
2025
Q2 		$76.1K Sell
1,000
-500
-33% -$29.8K ﹤0.01% 1807
2025
Q1 		$80.1K Buy
1,500
+600
+67% +$39.2K ﹤0.01% 1652
2024
Q4 		$62.8K Buy
900
+150
+20% +$10.6K ﹤0.01% 1714
2024
Q3 		$50.3K Buy
+750
New +$48.5K ﹤0.01% 1731
2024
Q1 		– Sell
-268
Closed -$14.2K – 3221
2023
Q4 		$14.2K Sell
268
-2,405
-90% -$110K ﹤0.01% 2053
2023
Q3 		$105K Sell
2,673
-489
-15% -$21.2K ﹤0.01% 1231
2023
Q2 		$142K Sell
3,162
-5,552
-64% -$208K 0.01% 1175
2023
Q1 		$951K Buy
8,714
+6,334
+266% +$181K 0.04% 405
2022
Q4 		$260K Buy
2,380
+1,580
+198% +$39.6K 0.01% 1216
2022
Q3 		$87K Buy
800
+500
+167% +$16K ﹤0.01% 1958
2022
Q2 		$33K Hold
300
– – ﹤0.01% 2468
2022
Q1 		$33K Buy
+300
New +$14.9K ﹤0.01% 2468
2021
Q4 		– Sell
-56
Closed -$3K – 3473
2021
Q3 		$3K Hold
56
– – ﹤0.01% 2750
2021
Q2 		$3K Hold
56
– – ﹤0.01% 2656
2021
Q1 		$2K Hold
56
– – ﹤0.01% 2706
2020
Q4 		$2K Hold
56
– – ﹤0.01% 2650
2020
Q3 		$2K Hold
56
– – ﹤0.01% 2510
2020
Q2 		$1K Hold
56
– – ﹤0.01% 2595
2020
Q1 		$1K Buy
+56
New +$1.09K ﹤0.01% 2594
2019
Q1 		$20K Hold
1,440
– – ﹤0.01% 1361
2018
Q4 		$14K Sell
1,440
-3,328
-70% -$39.5K ﹤0.01% 2336
2018
Q3 		$72K Buy
4,768
+400
+9% +$5.74K ﹤0.01% 1682
2018
Q2 		$56K Buy
4,368
+128
+3% +$1.62K ﹤0.01% 1852
2018
Q1 		$47K Hold
4,240
– – ﹤0.01% 1855
2017
Q4 		$47K Buy
4,240
+1,200
+39% +$12.8K ﹤0.01% 1873
2017
Q3 		$28K Hold
3,040
– – ﹤0.01% 2387
2017
Q2 		$25K Hold
3,040
– – ﹤0.01% 2451
2017
Q1 		$23K Hold
3,040
– – ﹤0.01% 2408
2016
Q4 		$18K Sell
3,040
-1,600
-34% -$9.55K ﹤0.01% 2541
2016
Q3 		$28K Sell
4,640
-800
-15% -$4.42K ﹤0.01% 2194
2016
Q2 		$25K Buy
5,440
+2,560
+89% +$12K ﹤0.01% 2206
2016
Q1 		$20K Buy
2,880
+1,440
+100% +$6.22K ﹤0.01% 1361
2015
Q4 		$7K Buy
+1,440
New +$7.15K ﹤0.01% 2783

Other funds holding ROM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors's ROM Position: Q2 2026 in Review

IFP Advisors held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 1,000 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

IFP Advisors first reported a position in ROM in Q4 2015 and has held it in 35 quarters since. The position peaked at $951K in Q1 2023. 12 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • IFP Advisors held 1,000 shares of ProShares Ultra Technology worth $155K as of Q2 2026.
  • IFP Advisors left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1680 holding.
  • IFP Advisors first reported a position in ProShares Ultra Technology in Q4 2015 and has held it in 35 quarters since.
  • IFP Advisors's ProShares Ultra Technology position peaked at $951K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.