IWN
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Independent Wealth Network’s ProShares Ultra Technology ROM Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-2,257
Closed -$213K – 339
2025
Q4 		$213K Hold
2,257
– – 0.07% 257
2025
Q3 		$209K Buy
+2,257
New +$186K 0.07% 254
2022
Q1 		– Sell
-3,244
Closed -$207K – 231
2021
Q4 		$207K Buy
+3,244
New +$194K 0.13% 193

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Independent Wealth Network's ROM Position: Q1 2026 in Review

Independent Wealth Network sold out of ProShares Ultra Technology (ROM) in Q1 2026, closing a stake of 2,257 shares — an estimated $213K sold.

Independent Wealth Network first reported a position in ROM in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Independent Wealth Network reported no remaining ProShares Ultra Technology position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 2,257 ProShares Ultra Technology shares in Q1 2026, an estimated $213K.
  • Independent Wealth Network first reported a position in ProShares Ultra Technology in Q4 2021 and held it in 3 quarters.
  • Independent Wealth Network's ProShares Ultra Technology position peaked at $213K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.