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OneDigital Investment Advisors’s ProShares Ultra Technology ROM Stock Holding History

OneDigital Investment Advisors’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
2024
Q2 		– Sell
-6,464
Closed -$393K – 1396
2024
Q1 		$393K Buy
+6,464
New +$374K 0.01% 827

Other funds holding ROM

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

OneDigital Investment Advisors's ROM Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of ProShares Ultra Technology (ROM) in Q2 2024, closing a stake of 6,464 shares — an estimated $393K sold.

OneDigital Investment Advisors first reported a position in ROM in Q1 2024 and held it in 1 quarter. The position peaked at $393K in Q1 2024. 44 funds tracked by Wall St. Rank hold ROM as of Q2 2024.

  • OneDigital Investment Advisors reported no remaining ProShares Ultra Technology position as of Q2 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,464 ProShares Ultra Technology shares in Q2 2024, an estimated $393K.
  • OneDigital Investment Advisors first reported a position in ProShares Ultra Technology in Q1 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's ProShares Ultra Technology position peaked at $393K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.