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Oppenheimer & Co’s ProShares Ultra Technology ROM Stock Holding History

Oppenheimer & Co’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 		$220K Hold
2,800
– – ﹤0.01% 1533
2025
Q4 		$264K Hold
2,800
– – ﹤0.01% 1319
2025
Q3 		$259K Hold
2,800
– – ﹤0.01% 1444
2025
Q2 		$213K Buy
+2,800
New +$167K ﹤0.01% 1477
2022
Q1 		– Sell
-3,800
Closed -$242K – 1567
2021
Q4 		$242K Buy
+3,800
New +$227K ﹤0.01% 1316

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oppenheimer & Co's ROM Position: Q1 2026 in Review

Oppenheimer & Co held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 2,800 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Oppenheimer & Co first reported a position in ROM in Q4 2021 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Oppenheimer & Co held 2,800 shares of ProShares Ultra Technology worth $220K as of Q1 2026.
  • Oppenheimer & Co left its ProShares Ultra Technology share count unchanged in Q1 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1533 holding.
  • Oppenheimer & Co first reported a position in ProShares Ultra Technology in Q4 2021 and has held it in 5 quarters since.
  • Oppenheimer & Co's ProShares Ultra Technology position peaked at $264K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.