Legacy Wealth Planning’s ProShares Ultra Technology ROM Stock Holding History

Legacy Wealth Planning’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 Q3	$223K	Hold	9,420	–	–	0.37%	65
2022 Q2	$269K	Hold	9,420	–	–	0.39%	61
2022 Q1	$471K	Hold	9,420	–	–	0.55%	40
2021 Q4	$600K	Hold	9,420	–	–	0.68%	35
2021 Q3	$468K	Hold	9,420	–	–	0.52%	45
2021 Q2	$454K	Buy	9,420 +2,920	+45%	+$124K	0.52%	44
2021 Q1	$244K	Sell	6,500 -700	-10%	-$26.3K	0.31%	69
2020 Q4	$258K	Hold	7,200	–	–	0.33%	61
2020 Q3	$205K	Buy	+7,200	New	+$197K	0.23%	70

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

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Legacy Wealth Planning's ROM Position: Q3 2022 in Review

Legacy Wealth Planning held its ProShares Ultra Technology (ROM) position steady in Q3 2022 at 9,420 shares worth $223K. The position accounts for 0.37% of the portfolio, ranked #65.

Legacy Wealth Planning first reported a position in ROM in Q3 2020 and has held it in 9 quarters since. The position peaked at $600K in Q4 2021. 35 funds tracked by Wall St. Rank hold ROM as of Q3 2022.

Legacy Wealth Planning held 9,420 shares of ProShares Ultra Technology worth $223K as of Q3 2022.
Legacy Wealth Planning left its ProShares Ultra Technology share count unchanged in Q3 2022.
ProShares Ultra Technology made up 0.37% of Legacy Wealth Planning's portfolio in Q3 2022, its #65 holding.
Legacy Wealth Planning first reported a position in ProShares Ultra Technology in Q3 2020 and has held it in 9 quarters since.
Legacy Wealth Planning's ProShares Ultra Technology position peaked at $600K in Q4 2021.
35 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.