Lido Advisors’s ProShares Ultra Technology ROM Stock Holding History

Lido 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 Q1	$231K	Sell	2,949 -100	-3%	-$8.94K	﹤0.01%	1709
2025 Q4	$283K	Hold	3,049	–	–	﹤0.01%	1596
2025 Q3	$283K	Buy	3,049 +100	+3%	+$8.25K	﹤0.01%	1516
2025 Q2	$225K	Buy	+2,949	New	+$176K	﹤0.01%	1478
2025 Q1	–	Sell	-2,949	Closed	-$206K	–	1591
2024 Q4	$206K	Buy	+2,949	New	+$208K	﹤0.01%	1373

Other funds holding ROM

RCA

Runnymede Capital Advisors Dublin, Ohio $116M AUM 35.62% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

RPCONE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors's ROM Position: Q1 2026 in Review

Lido Advisors reduced its ProShares Ultra Technology (ROM) stake by 3.3% in Q1 2026, selling an estimated $8.94K and leaving 2,949 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Lido Advisors first reported a position in ROM in Q4 2024 and has held it in 5 quarters since. The position peaked at $283K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

Lido Advisors held 2,949 shares of ProShares Ultra Technology worth $231K as of Q1 2026.
Lido Advisors sold 100 ProShares Ultra Technology shares in Q1 2026, an estimated $8.94K.
ProShares Ultra Technology made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1709 holding.
Lido Advisors first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 5 quarters since.
Lido Advisors's ProShares Ultra Technology position peaked at $283K in Q4 2025.
58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.