KWA
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Kingswood Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

Kingswood Wealth Advisors’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 		$336K Buy
+2,162
New +$278K 0.01% 735

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 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

Kingswood Wealth Advisors's ROM Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in ProShares Ultra Technology (ROM) in Q2 2026: 2,162 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings.

73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Kingswood Wealth Advisors held 2,162 shares of ProShares Ultra Technology worth $336K as of Q2 2026.
  • ProShares Ultra Technology was a new Kingswood Wealth Advisors position in Q2 2026.
  • ProShares Ultra Technology made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #735 holding.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.