JGIA
ROM icon

Jackson Grant Investment Advisers’s ProShares Ultra Technology ROM Stock Holding History

Jackson Grant Investment Advisers’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
2022
Q4 		– Sell
-200
Closed -$5K – 338
2022
Q3 		$5K Hold
200
– – ﹤0.01% 323
2022
Q2 		$6K Buy
200
+100
+100% +$3.6K ﹤0.01% 328
2022
Q1 		$5K Buy
+100
New +$4.97K ﹤0.01% 342

Other funds holding ROM

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Jackson Grant Investment Advisers's ROM Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of ProShares Ultra Technology (ROM) in Q4 2022, closing a stake of 200 shares — an estimated $5K sold.

Jackson Grant Investment Advisers first reported a position in ROM in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 29 funds tracked by Wall St. Rank hold ROM as of Q4 2022.

  • Jackson Grant Investment Advisers reported no remaining ProShares Ultra Technology position as of Q4 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 200 ProShares Ultra Technology shares in Q4 2022, an estimated $5K.
  • Jackson Grant Investment Advisers first reported a position in ProShares Ultra Technology in Q1 2022 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's ProShares Ultra Technology position peaked at $6K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.