IAGL
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Innovative Advisory Group, LLC’s ProShares Ultra Technology ROM Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-800
Closed -$75.4K – 183
2025
Q4 		$75.4K Hold
800
– – 0.05% 57
2025
Q3 		$74.1K Hold
800
– – 0.05% 58
2025
Q2 		$60.9K Hold
800
– – 0.05% 61
2025
Q1 		$42.7K Hold
800
– – 0.04% 63
2024
Q4 		$55.8K Buy
+800
New +$56.4K 0.05% 58

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
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
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Innovative Advisory Group, LLC's ROM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of ProShares Ultra Technology (ROM) in Q1 2026, closing a stake of 800 shares — an estimated $75.4K sold.

Innovative Advisory Group, LLC first reported a position in ROM in Q4 2024 and held it in 5 quarters. The position peaked at $75.4K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining ProShares Ultra Technology position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 800 ProShares Ultra Technology shares in Q1 2026, an estimated $75.4K.
  • Innovative Advisory Group, LLC first reported a position in ProShares Ultra Technology in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's ProShares Ultra Technology position peaked at $75.4K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.