KFS
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Kelly Financial Services’s ProShares Ultra Technology ROM Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-77,032
Closed -$400K – 665
2021
Q2 		$400K Buy
+77,032
New +$3.28M 0.02% 209

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Kelly Financial Services's ROM Position: Q3 2021 in Review

Kelly Financial Services sold out of ProShares Ultra Technology (ROM) in Q3 2021, closing a stake of 77,032 shares — an estimated $400K sold.

Kelly Financial Services first reported a position in ROM in Q2 2021 and held it in 1 quarter. The position peaked at $400K in Q2 2021. 58 funds tracked by Wall St. Rank hold ROM as of Q3 2021.

  • Kelly Financial Services reported no remaining ProShares Ultra Technology position as of Q3 2021 after selling out during the quarter.
  • Kelly Financial Services sold 77,032 ProShares Ultra Technology shares in Q3 2021, an estimated $400K.
  • Kelly Financial Services first reported a position in ProShares Ultra Technology in Q2 2021 and held it in 1 quarter.
  • Kelly Financial Services's ProShares Ultra Technology position peaked at $400K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2021.

Based on Kelly Financial Services's 13F filing for Q3 2021, filed 17 Jul 2024.