PWAM
ROM icon

Private Wealth Asset Management’s ProShares Ultra Technology ROM Stock Holding History

Private Wealth Asset Management’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 		$31.4K Buy
+400
New +$35.8K ﹤0.01% 499

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

Private Wealth Asset Management's ROM Position: Q1 2026 in Review

Private Wealth Asset Management opened a new position in ProShares Ultra Technology (ROM) in Q1 2026: 400 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings.

58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Private Wealth Asset Management held 400 shares of ProShares Ultra Technology worth $31.4K as of Q1 2026.
  • ProShares Ultra Technology was a new Private Wealth Asset Management position in Q1 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #499 holding.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.