Laurel Wealth Advisors (North Carolina)’s ProShares Ultra Technology ROM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-140	Closed	-$7K	–	686
2022 Q1	$7K	Hold	140	–	–	﹤0.01%	441
2021 Q4	$9K	Hold	140	–	–	﹤0.01%	423
2021 Q3	$7K	Hold	140	–	–	﹤0.01%	442
2021 Q2	$7K	Hold	140	–	–	﹤0.01%	503
2021 Q1	$5K	Hold	140	–	–	﹤0.01%	508
2020 Q4	$5K	Buy	+140	New	+$4.47K	﹤0.01%	483

Other funds holding ROM

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ROM Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of ProShares Ultra Technology (ROM) in Q2 2022, closing a stake of 140 shares — an estimated $7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ROM in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 37 funds tracked by Wall St. Rank hold ROM as of Q2 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining ProShares Ultra Technology position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 140 ProShares Ultra Technology shares in Q2 2022, an estimated $7K.
Laurel Wealth Advisors (North Carolina) first reported a position in ProShares Ultra Technology in Q4 2020 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s ProShares Ultra Technology position peaked at $9K in Q4 2021.
37 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.