RWA
ROM icon

River Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

River 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
Q1 		$459K Hold
5,851
– – 0.05% 156
2025
Q4 		$552K Buy
+5,851
New +$562K 0.06% 144

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

River Wealth Advisors's ROM Position: Q1 2026 in Review

River Wealth Advisors held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 5,851 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #156.

River Wealth Advisors first reported a position in ROM in Q4 2025 and has held it in 2 quarters since. The position peaked at $552K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • River Wealth Advisors held 5,851 shares of ProShares Ultra Technology worth $459K as of Q1 2026.
  • River Wealth Advisors left its ProShares Ultra Technology share count unchanged in Q1 2026.
  • ProShares Ultra Technology made up 0.05% of River Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • River Wealth Advisors first reported a position in ProShares Ultra Technology in Q4 2025 and has held it in 2 quarters since.
  • River Wealth Advisors's ProShares Ultra Technology position peaked at $552K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.