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Plotkin Financial Advisors’s ProShares Ultra Technology ROM Stock Holding History

Plotkin Financial 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
2025
Q1 		– Sell
-23,772
Closed -$1.66M – 96
2024
Q4 		$1.66M Sell
23,772
-804
-3% -$56.7K 0.98% 26
2024
Q3 		$1.65M Sell
24,576
-116
-0.5% -$7.51K 0.99% 25
2024
Q2 		$1.72M Sell
24,692
-882
-3% -$54.1K 1.11% 23
2024
Q1 		$1.55M Sell
25,574
-75,425
-75% -$4.36M 1.03% 26
2023
Q4 		$5.36M Sell
100,999
-4,837
-5% -$222K 4.08% 10
2023
Q3 		$4.15M Buy
105,836
+30
+0% +$1.3K 3.65% 11
2023
Q2 		$4.76M Sell
105,806
-2,687
-2% -$101K 3.96% 10
2023
Q1 		$3.77M Sell
108,493
-719
-0.7% -$20.5K 3.51% 9
2022
Q4 		$2.51M Sell
109,212
-6,495
-6% -$163K 2.55% 14
2022
Q3 		$2.74M Sell
115,707
-272
-0.2% -$8.72K 2.77% 13
2022
Q2 		$3.32M Sell
115,979
-2,150
-2% -$77.5K 3.15% 12
2022
Q1 		$5.91M Buy
118,129
+12,927
+12% +$643K 4.13% 9
2021
Q4 		$6.7M Buy
105,202
+9,560
+10% +$570K 4.23% 6
2021
Q3 		$4.75M Buy
95,642
+23,320
+32% +$1.24M 2.83% 12
2021
Q2 		$3.48M Buy
+72,322
New +$3.07M 1.93% 19

Other funds holding ROM

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

Plotkin Financial Advisors's ROM Position: Q1 2025 in Review

Plotkin Financial Advisors sold out of ProShares Ultra Technology (ROM) in Q1 2025, closing a stake of 23,772 shares — an estimated $1.66M sold.

Plotkin Financial Advisors first reported a position in ROM in Q2 2021 and held it in 15 quarters. The position peaked at $6.7M in Q4 2021. 48 funds tracked by Wall St. Rank hold ROM as of Q1 2025.

  • Plotkin Financial Advisors reported no remaining ProShares Ultra Technology position as of Q1 2025 after selling out during the quarter.
  • Plotkin Financial Advisors sold 23,772 ProShares Ultra Technology shares in Q1 2025, an estimated $1.66M.
  • Plotkin Financial Advisors first reported a position in ProShares Ultra Technology in Q2 2021 and held it in 15 quarters.
  • Plotkin Financial Advisors's ProShares Ultra Technology position peaked at $6.7M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2025.

Based on Plotkin Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.