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Joel Greenblatt’s ProShares Ultra Technology ROM Stock Holding History

Joel Greenblatt’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 		$19.7M Hold
127,157
– – 0.05% 573
2026
Q1 		$9.97M Sell
127,157
-44,677
-26% -$3.99M 0.03% 695
2025
Q4 		$16.2M Hold
171,834
– – 0.06% 474
2025
Q3 		$15.9M Hold
171,834
– – 0.07% 408
2025
Q2 		$13.1M Sell
171,834
-40,400
-19% -$2.41M 0.08% 376
2025
Q1 		$11.3M Buy
+212,234
New +$13.9M 0.09% 286

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joel Greenblatt's ROM Position: Q2 2026 in Review

Joel Greenblatt held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 127,157 shares worth $19.7M. The position accounts for 0.05% of the portfolio, ranked #573.

Joel Greenblatt first reported a position in ROM in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Joel Greenblatt held 127,157 shares of ProShares Ultra Technology worth $19.7M as of Q2 2026.
  • Joel Greenblatt left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #573 holding.
  • Joel Greenblatt first reported a position in ProShares Ultra Technology in Q1 2025 and has held it in 6 quarters since.
  • 72 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.