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LRI Investments’s ProShares Ultra Technology ROM Stock Holding History

LRI Investments’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 		$62.3K Hold
401
– – 0.01% 525
2026
Q1 		$31.5K Hold
401
– – ﹤0.01% 594
2025
Q4 		$37.9K Hold
401
– – ﹤0.01% 591
2025
Q3 		$37.2K Hold
401
– – ﹤0.01% 604
2025
Q2 		$30.6K Hold
401
– – ﹤0.01% 631
2025
Q1 		$21.4K Hold
401
– – ﹤0.01% 658
2024
Q4 		$28K Hold
401
– – ﹤0.01% 615
2024
Q3 		$28.7K Hold
401
– – ﹤0.01% 595
2024
Q2 		$28K Hold
401
– – ﹤0.01% 562
2024
Q1 		$24.4K Buy
+401
New +$23.2K 0.01% 350

Other funds holding ROM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

LRI Investments's ROM Position: Q2 2026 in Review

LRI Investments held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 401 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #525.

LRI Investments first reported a position in ROM in Q1 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • LRI Investments held 401 shares of ProShares Ultra Technology worth $62.3K as of Q2 2026.
  • LRI Investments left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up 0.01% of LRI Investments's portfolio in Q2 2026, its #525 holding.
  • LRI Investments first reported a position in ProShares Ultra Technology in Q1 2024 and has held it in 10 quarters since.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.