SFA
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Sequoia Financial Advisors’s ProShares Ultra Technology ROM Stock Holding History

Sequoia Financial 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 		$993K Hold
6,400
– – ﹤0.01% 952
2026
Q1 		$502K Hold
6,400
– – ﹤0.01% 1270
2025
Q4 		$604K Buy
+6,400
New +$614K ﹤0.01% 1177

Other funds holding ROM

BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sequoia Financial Advisors's ROM Position: Q2 2026 in Review

Sequoia Financial Advisors held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 6,400 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Sequoia Financial Advisors first reported a position in ROM in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Sequoia Financial Advisors held 6,400 shares of ProShares Ultra Technology worth $993K as of Q2 2026.
  • Sequoia Financial Advisors left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #952 holding.
  • Sequoia Financial Advisors first reported a position in ProShares Ultra Technology in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.