Shepherd Financial Partners’s ProShares Ultra Technology ROM Stock Holding History

Shepherd Financial Partners’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	$597K	Sell	3,844 -1,000	-21%	-$129K	0.05%	156
2026 Q1	$380K	Hold	4,844	–	–	0.04%	182
2025 Q4	$457K	Hold	4,844	–	–	0.04%	165
2025 Q3	$449K	Hold	4,844	–	–	0.04%	164
2025 Q2	$369K	Hold	4,844	–	–	0.04%	179
2025 Q1	$259K	Hold	4,844	–	–	0.03%	205
2024 Q4	$338K	Hold	4,844	–	–	0.04%	168
2024 Q3	$325K	Sell	4,844 -949	-16%	-$61.4K	0.04%	175
2024 Q2	$405K	Buy	+5,793	New	+$355K	0.05%	161

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

Shepherd Financial Partners's ROM Position: Q2 2026 in Review

Shepherd Financial Partners reduced its ProShares Ultra Technology (ROM) stake by 21% in Q2 2026, selling an estimated $129K and leaving 3,844 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #156.

Shepherd Financial Partners first reported a position in ROM in Q2 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

Shepherd Financial Partners held 3,844 shares of ProShares Ultra Technology worth $597K as of Q2 2026.
Shepherd Financial Partners sold 1,000 ProShares Ultra Technology shares in Q2 2026, an estimated $129K.
ProShares Ultra Technology made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #156 holding.
Shepherd Financial Partners first reported a position in ProShares Ultra Technology in Q2 2024 and has held it in 9 quarters since.
73 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.