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
Q3 		$351K Hold
2,203
– – 0.09% 229
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

CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Independent Wealth Network's ROM Position: Q3 2026 in Review

Independent Wealth Network held its ProShares Ultra Technology (ROM) position steady in Q3 2026 at 2,203 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #229.

Independent Wealth Network first reported a position in ROM in Q4 2021 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

  • Independent Wealth Network held 2,203 shares of ProShares Ultra Technology worth $351K as of Q3 2026.
  • Independent Wealth Network left its ProShares Ultra Technology share count unchanged in Q3 2026.
  • ProShares Ultra Technology made up 0.09% of Independent Wealth Network's portfolio in Q3 2026, its #229 holding.
  • Independent Wealth Network first reported a position in ProShares Ultra Technology in Q4 2021 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.