Integrated Advisors Network’s ProShares Ultra Technology ROM Stock Holding History

Integrated Advisors 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	$305K	Sell	1,918 -183	-9%	-$26.2K	0.01%	550
2026 Q2	$326K	Buy	+2,101	New	+$270K	0.02%	549
2026 Q1	–	Sell	-4,043	Closed	-$381K	–	770
2025 Q4	$381K	Buy	+4,043	New	+$388K	0.02%	535
2022 Q2	–	Sell	-6,280	Closed	-$314K	–	719
2022 Q1	$314K	Sell	6,280 -5,706	-48%	-$284K	0.02%	534
2021 Q4	$763K	Buy	11,986 +7,174	+149%	+$428K	0.05%	344
2021 Q3	$239K	Buy	+4,812	New	+$255K	0.02%	555

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 Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Integrated Advisors Network's ROM Position: Q3 2026 in Review

Integrated Advisors Network reduced its ProShares Ultra Technology (ROM) stake by 8.7% in Q3 2026, selling an estimated $26.2K and leaving 1,918 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #550.

Integrated Advisors Network first reported a position in ROM in Q3 2021 and has held it in 6 quarters since. The position peaked at $763K in Q4 2021. 12 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

Integrated Advisors Network held 1,918 shares of ProShares Ultra Technology worth $305K as of Q3 2026.
Integrated Advisors Network sold 183 ProShares Ultra Technology shares in Q3 2026, an estimated $26.2K.
ProShares Ultra Technology made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #550 holding.
Integrated Advisors Network first reported a position in ProShares Ultra Technology in Q3 2021 and has held it in 6 quarters since.
Integrated Advisors Network's ProShares Ultra Technology position peaked at $763K in Q4 2021.
12 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.