Physician Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

Physician Wealth 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
2026 Q2	$62.1K	Hold	400	–	–	0.01%	390
2026 Q1	$31.4K	Hold	400	–	–	﹤0.01%	510
2025 Q4	$37.7K	Hold	400	–	–	0.01%	440
2025 Q3	$37.1K	Hold	400	–	–	0.01%	431
2025 Q2	$30.4K	Hold	400	–	–	﹤0.01%	432
2025 Q1	$21.4K	Hold	400	–	–	﹤0.01%	472
2024 Q4	$27.9K	Buy	+400	New	+$28.2K	﹤0.01%	447

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 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

Physician Wealth Advisors's ROM Position: Q2 2026 in Review

Physician Wealth Advisors held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 400 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #390.

Physician Wealth Advisors first reported a position in ROM in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Physician Wealth Advisors held 400 shares of ProShares Ultra Technology worth $62.1K as of Q2 2026.
Physician Wealth Advisors left its ProShares Ultra Technology share count unchanged in Q2 2026.
ProShares Ultra Technology made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #390 holding.
Physician Wealth Advisors first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.