PFS
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Prospera Financial Services’s ProShares Ultra Technology ROM Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-400
Closed -$11K – 1432
2022
Q2 		$11K Hold
400
– – ﹤0.01% 1327
2022
Q1 		$20K Buy
+400
New +$19.9K ﹤0.01% 1738

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TFA
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HI
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RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Prospera Financial Services's ROM Position: Q3 2022 in Review

Prospera Financial Services sold out of ProShares Ultra Technology (ROM) in Q3 2022, closing a stake of 400 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in ROM in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 35 funds tracked by Wall St. Rank hold ROM as of Q3 2022.

  • Prospera Financial Services reported no remaining ProShares Ultra Technology position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 400 ProShares Ultra Technology shares in Q3 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in ProShares Ultra Technology in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's ProShares Ultra Technology position peaked at $20K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.