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 Q3	$63.7K	Hold	400	–	–	0.01%	401
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

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Physician Wealth Advisors's ROM Position: Q3 2026 in Review

Physician Wealth Advisors held its ProShares Ultra Technology (ROM) position steady in Q3 2026 at 400 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #401.

Physician Wealth Advisors first reported a position in ROM in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold ROM as of Q3 2026.

Physician Wealth Advisors held 400 shares of ProShares Ultra Technology worth $63.7K as of Q3 2026.
Physician Wealth Advisors left its ProShares Ultra Technology share count unchanged in Q3 2026.
ProShares Ultra Technology made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #401 holding.
Physician Wealth Advisors first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.