Northwestern Mutual Wealth Management’s ProShares Ultra Technology ROM Stock Holding History

Northwestern Mutual Wealth Management’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	$359K	Hold	4,580	–	–	﹤0.01%	1683
2025 Q4	$432K	Sell	4,580 -1,115	-20%	-$107K	﹤0.01%	1595
2025 Q3	$528K	Buy	5,695 +1,115	+24%	+$92K	﹤0.01%	1442
2025 Q2	$349K	Hold	4,580	–	–	﹤0.01%	1525
2025 Q1	$245K	Sell	4,580 -75	-2%	-$4.9K	﹤0.01%	1582
2024 Q4	$325K	Buy	4,655 +75	+2%	+$5.29K	﹤0.01%	1468
2024 Q3	$307K	Hold	4,580	–	–	﹤0.01%	1479
2024 Q2	$320K	Hold	4,580	–	–	﹤0.01%	1401
2024 Q1	$278K	Hold	4,580	–	–	﹤0.01%	1441
2023 Q4	$243K	Hold	4,580	–	–	﹤0.01%	1442
2023 Q3	$179K	Hold	4,580	–	–	﹤0.01%	1492
2023 Q2	$206K	Hold	4,580	–	–	﹤0.01%	1448
2023 Q1	$159K	Sell	4,580 -1,380	-23%	-$39.4K	﹤0.01%	1524
2022 Q4	$137K	Hold	5,960	–	–	﹤0.01%	1541
2022 Q3	$141K	Buy	5,960 +2,760	+86%	+$88.5K	﹤0.01%	1518
2022 Q2	$91K	Hold	3,200	–	–	﹤0.01%	1681
2022 Q1	$160K	Hold	3,200	–	–	﹤0.01%	1523
2021 Q4	$204K	Sell	3,200 -660	-17%	-$39.4K	﹤0.01%	1429
2021 Q3	$192K	Buy	3,860 +660	+21%	+$35K	﹤0.01%	1357
2021 Q2	$154K	Hold	3,200	–	–	﹤0.01%	1427
2021 Q1	$120K	Hold	3,200	–	–	﹤0.01%	1424
2020 Q4	$115K	Hold	3,200	–	–	﹤0.01%	1353
2020 Q3	$91K	Hold	3,200	–	–	﹤0.01%	1306
2020 Q2	$75K	Hold	3,200	–	–	﹤0.01%	1324
2020 Q1	$44K	Hold	3,200	–	–	﹤0.01%	1448
2019 Q4	$64K	Hold	3,200	–	–	﹤0.01%	1364
2019 Q3	$49K	Hold	3,200	–	–	﹤0.01%	1431
2019 Q2	$47K	Hold	3,200	–	–	﹤0.01%	1405
2019 Q1	$44K	Hold	3,200	–	–	﹤0.01%	1408
2018 Q4	$32K	Hold	3,200	–	–	﹤0.01%	1424
2018 Q3	$48K	Hold	3,200	–	–	﹤0.01%	1331
2018 Q2	$41K	Hold	3,200	–	–	﹤0.01%	1330
2018 Q1	$37K	Hold	3,200	–	–	﹤0.01%	1319
2017 Q4	$35K	Hold	3,200	–	–	﹤0.01%	1283
2017 Q3	$30K	Buy	+3,200	New	+$28.6K	﹤0.01%	1320
2013 Q4	–	Sell	-3,520	Closed	-$10K	–	1532
2013 Q3	$10K	Buy	+3,520	New	+$9.31K	﹤0.01%	878

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's ROM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 4,580 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Northwestern Mutual Wealth Management first reported a position in ROM in Q3 2013 and has held it in 36 quarters since. The position peaked at $528K in Q3 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

Northwestern Mutual Wealth Management held 4,580 shares of ProShares Ultra Technology worth $359K as of Q1 2026.
Northwestern Mutual Wealth Management left its ProShares Ultra Technology share count unchanged in Q1 2026.
ProShares Ultra Technology made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1683 holding.
Northwestern Mutual Wealth Management first reported a position in ProShares Ultra Technology in Q3 2013 and has held it in 36 quarters since.
Northwestern Mutual Wealth Management's ProShares Ultra Technology position peaked at $528K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.