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 Q2	$458K	Hold	2,949	–	–	﹤0.01%	1522
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 $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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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 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

Lido Advisors's ROM Position: Q2 2026 in Review

Lido Advisors held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 2,949 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Lido Advisors first reported a position in ROM in Q4 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Lido Advisors held 2,949 shares of ProShares Ultra Technology worth $458K as of Q2 2026.
Lido Advisors left its ProShares Ultra Technology share count unchanged in Q2 2026.
ProShares Ultra Technology made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1522 holding.
Lido Advisors first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.