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 Q2	$908K	Hold	5,851	–	–	0.1%	116
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 $168M AUM 90.66% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

River Wealth Advisors's ROM Position: Q2 2026 in Review

River Wealth Advisors held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 5,851 shares worth $908K. The position accounts for 0.1% of the portfolio, ranked #116.

River Wealth Advisors first reported a position in ROM in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

River Wealth Advisors held 5,851 shares of ProShares Ultra Technology worth $908K as of Q2 2026.
River Wealth Advisors left its ProShares Ultra Technology share count unchanged in Q2 2026.
ProShares Ultra Technology made up 0.1% of River Wealth Advisors's portfolio in Q2 2026, its #116 holding.
River Wealth Advisors first reported a position in ProShares Ultra Technology in Q4 2025 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.