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Retirement Planning Company of New England’s ProShares Ultra Technology ROM Stock Holding History

Retirement Planning Company of New England’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 		$1.95M Sell
12,570
-1,593
-11% -$205K 0.7% 36
2026
Q1 		$1.11M Buy
14,163
+468
+3% +$41.8K 0.45% 63
2025
Q4 		$1.29M Sell
13,695
-358
-3% -$34.4K 0.52% 50
2025
Q3 		$1.3M Sell
14,053
-549
-4% -$45.3K 0.52% 48
2025
Q2 		$1.11M Sell
14,602
-4,479
-23% -$267K 0.5% 56
2025
Q1 		$1.02M Sell
19,081
-5,071
-21% -$332K 0.51% 53
2024
Q4 		$1.68M Sell
24,152
-1,166
-5% -$82.2K 0.82% 28
2024
Q3 		$1.7M Buy
25,318
+699
+3% +$45.2K 0.85% 30
2024
Q2 		$1.72M Sell
24,619
-2,817
-10% -$173K 0.94% 26
2024
Q1 		$1.67M Sell
27,436
-110
-0.4% -$6.36K 0.91% 25
2023
Q4 		$1.46M Sell
27,546
-736
-3% -$33.7K 0.66% 39
2023
Q3 		$1.11M Sell
28,282
-2,485
-8% -$108K 0.62% 49
2023
Q2 		$1.38M Sell
30,767
-731
-2% -$27.4K 0.8% 31
2023
Q1 		$1.1M Sell
31,498
-1,353
-4% -$38.6K 0.66% 44
2022
Q4 		$756K Sell
32,851
-319
-1% -$7.99K 0.49% 68
2022
Q3 		$785K Buy
33,170
+1,559
+5% +$50K 0.57% 57
2022
Q2 		$903K Buy
31,611
+1,565
+5% +$56.4K 0.62% 50
2022
Q1 		$1.5M Buy
30,046
+1,930
+7% +$96K 0.85% 28
2021
Q4 		$1.79M Buy
+28,116
New +$1.68M 0.87% 22

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
Commonwealth Equity Services
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
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 84.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Retirement Planning Company of New England's ROM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its ProShares Ultra Technology (ROM) stake by 11% in Q2 2026, selling an estimated $205K and leaving 12,570 shares worth $1.95M. The position accounts for 0.7% of the portfolio, ranked #36.

Retirement Planning Company of New England first reported a position in ROM in Q4 2021 and has held it in 19 quarters since. 45 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Retirement Planning Company of New England held 12,570 shares of ProShares Ultra Technology worth $1.95M as of Q2 2026.
  • Retirement Planning Company of New England sold 1,593 ProShares Ultra Technology shares in Q2 2026, an estimated $205K.
  • ProShares Ultra Technology made up 0.7% of Retirement Planning Company of New England's portfolio in Q2 2026, its #36 holding.
  • Retirement Planning Company of New England first reported a position in ProShares Ultra Technology in Q4 2021 and has held it in 19 quarters since.
  • 45 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.