McGuire Investment Group’s ProShares Ultra Technology ROM Stock Holding History

McGuire Investment Group’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	$714K	Hold	4,600	–	–	0.06%	93
2026 Q1	$361K	Hold	4,600	–	–	0.04%	102
2025 Q4	$434K	Sell	4,600 -176	-4%	-$16.9K	0.05%	99
2025 Q3	$443K	Hold	4,776	–	–	0.05%	97
2025 Q2	$364K	Hold	4,776	–	–	0.05%	95
2025 Q1	$255K	Hold	4,776	–	–	0.04%	98
2024 Q4	$333K	Hold	4,776	–	–	0.05%	93
2024 Q3	$320K	Sell	4,776 -224	-4%	-$14.5K	0.05%	101
2024 Q2	$349K	Hold	5,000	–	–	0.05%	93
2024 Q1	$304K	Sell	5,000 -1,000	-17%	-$57.8K	0.04%	103
2023 Q4	$318K	Hold	6,000	–	–	0.05%	94
2023 Q3	$235K	Hold	6,000	–	–	0.05%	101
2023 Q2	$270K	Hold	6,000	–	–	0.05%	100
2023 Q1	$209K	Buy	+6,000	New	+$171K	0.04%	108
2022 Q2	–	Sell	-5,000	Closed	-$250K	–	129
2022 Q1	$250K	Hold	5,000	–	–	0.05%	108
2021 Q4	$318K	Hold	5,000	–	–	0.05%	97
2021 Q3	$248K	Sell	5,000 -600	-11%	-$31.8K	0.05%	108
2021 Q2	$270K	Hold	5,600	–	–	0.05%	103
2021 Q1	$210K	Hold	5,600	–	–	0.04%	105
2020 Q4	$201K	Buy	+5,600	New	+$179K	0.05%	95

Other funds holding ROM

RCA

Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPCONE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

McGuire Investment Group's ROM Position: Q2 2026 in Review

McGuire Investment Group held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 4,600 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #93.

McGuire Investment Group first reported a position in ROM in Q4 2020 and has held it in 20 quarters since. 32 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

McGuire Investment Group held 4,600 shares of ProShares Ultra Technology worth $714K as of Q2 2026.
McGuire Investment Group left its ProShares Ultra Technology share count unchanged in Q2 2026.
ProShares Ultra Technology made up 0.06% of McGuire Investment Group's portfolio in Q2 2026, its #93 holding.
McGuire Investment Group first reported a position in ProShares Ultra Technology in Q4 2020 and has held it in 20 quarters since.
32 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.