LPL Financial
ROM icon

LPL Financial’s ProShares Ultra Technology ROM Stock Holding History

LPL Financial’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 		$279K Sell
3,556
-1,631
-31% -$146K ﹤0.01% 5234
2025
Q4 		$489K Buy
5,187
+1,343
+35% +$129K ﹤0.01% 4738
2025
Q3 		$356K Sell
3,844
-1,241
-24% -$102K ﹤0.01% 4903
2025
Q2 		$387K Buy
5,085
+1,214
+31% +$72.4K ﹤0.01% 4586
2025
Q1 		$207K Sell
3,871
-27
-0.7% -$1.77K ﹤0.01% 4850
2024
Q4 		$272K Hold
3,898
– – ﹤0.01% 4614
2024
Q3 		$261K Sell
3,898
-191
-5% -$12.4K ﹤0.01% 4539
2024
Q2 		$286K Sell
4,089
-3
-0.1% -$184 ﹤0.01% 4309
2024
Q1 		$249K Hold
4,092
– – ﹤0.01% 4350
2023
Q4 		$217K Buy
+4,092
New +$188K ﹤0.01% 4332
2016
Q4 		– Sell
-35,776
Closed -$211K – 2765
2016
Q3 		$211K Sell
35,776
-9,104
-20% -$50.3K ﹤0.01% 2375
2016
Q2 		$208K Sell
44,880
-93,648
-68% -$441K ﹤0.01% 2354
2016
Q1 		$680K Sell
138,528
-94,736
-41% -$409K ﹤0.01% 1957
2015
Q4 		$1.09M Buy
233,264
+133,808
+135% +$665K ﹤0.01% 1615
2015
Q3 		$446K Sell
99,456
-55,744
-36% -$257K ﹤0.01% 1883
2015
Q2 		$738K Buy
155,200
+14,272
+10% +$72.1K ﹤0.01% 1589
2015
Q1 		$665K Sell
140,928
-74,080
-34% -$356K ﹤0.01% 1654
2014
Q4 		$1.02M Sell
215,008
-3,904
-2% -$17.7K 0.01% 1287
2014
Q3 		$941K Sell
218,912
-21,536
-9% -$94K 0.01% 1310
2014
Q2 		$990K Sell
240,448
-4,160
-2% -$15.5K 0.01% 1325
2014
Q1 		$887K Sell
244,608
-17,504
-7% -$61.1K 0.01% 1338
2013
Q4 		$900K Buy
262,112
+58,112
+28% +$177K 0.01% 1301
2013
Q3 		$574K Sell
204,000
-91,168
-31% -$241K ﹤0.01% 1550
2013
Q2 		$703K Buy
+295,168
New +$715K 0.01% 1338

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's ROM Position: Q1 2026 in Review

LPL Financial reduced its ProShares Ultra Technology (ROM) stake by 31% in Q1 2026, selling an estimated $146K and leaving 3,556 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #5234.

LPL Financial first reported a position in ROM in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2015. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • LPL Financial held 3,556 shares of ProShares Ultra Technology worth $279K as of Q1 2026.
  • LPL Financial sold 1,631 ProShares Ultra Technology shares in Q1 2026, an estimated $146K.
  • ProShares Ultra Technology made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5234 holding.
  • LPL Financial first reported a position in ProShares Ultra Technology in Q2 2013 and has held it in 24 quarters since.
  • LPL Financial's ProShares Ultra Technology position peaked at $1.09M in Q4 2015.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.