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Rothschild Investment LLC’s ProShares Ultra Technology ROM Stock Holding History

Rothschild Investment LLC’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 		$23.3K Hold
150
– – ﹤0.01% 1500
2026
Q1 		$11.8K Hold
150
– – ﹤0.01% 1622
2025
Q4 		$14.1K Hold
150
– – ﹤0.01% 1452
2025
Q3 		$13.9K Hold
150
– – ﹤0.01% 1340
2025
Q2 		$11.4K Hold
150
– – ﹤0.01% 1177
2025
Q1 		$8.02K Hold
150
– – ﹤0.01% 1239
2024
Q4 		$10.5K Buy
+150
New +$10.6K ﹤0.01% 1140

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
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
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

Rothschild Investment LLC's ROM Position: Q2 2026 in Review

Rothschild Investment LLC held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 150 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Rothschild Investment LLC first reported a position in ROM in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Rothschild Investment LLC held 150 shares of ProShares Ultra Technology worth $23.3K as of Q2 2026.
  • Rothschild Investment LLC left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1500 holding.
  • Rothschild Investment LLC first reported a position in ProShares Ultra Technology in Q4 2024 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.