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Institutional & Family Asset Management’s ProShares Ultra Technology ROM Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-744
Closed -$37K – 907
2021
Q3 		$37K Buy
+744
New +$39.5K 0.01% 372

Other funds holding ROM

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institutional & Family Asset Management's ROM Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Technology (ROM) in Q4 2021, closing a stake of 744 shares — an estimated $37K sold.

Institutional & Family Asset Management first reported a position in ROM in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 59 funds tracked by Wall St. Rank hold ROM as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Technology position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 744 ProShares Ultra Technology shares in Q4 2021, an estimated $37K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Technology in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Technology position peaked at $37K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.