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 Q2	$342K	Buy	+2,203	New	+$283K	0.09%	229
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 $168M AUM 90.66% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Independent Wealth Network's ROM Position: Q2 2026 in Review

Independent Wealth Network opened a new position in ProShares Ultra Technology (ROM) in Q2 2026: 2,203 shares worth $342K. The stake represents 0.09% of the portfolio and ranks #229 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in ROM as recently as Q4 2025.

Independent Wealth Network first reported a position in ROM in Q4 2021 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Independent Wealth Network held 2,203 shares of ProShares Ultra Technology worth $342K as of Q2 2026.
ProShares Ultra Technology was a new Independent Wealth Network position in Q2 2026.
ProShares Ultra Technology made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #229 holding.
Independent Wealth Network first reported a position in ProShares Ultra Technology in Q4 2021 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.