SAF
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Smith Anglin Financial’s ProShares Ultra Technology ROM Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$305K Buy
4,005
+1
+0% +$60 0.03% 161
2025
Q1 		$214K Hold
4,004
– – 0.02% 192
2024
Q4 		$279K Hold
4,004
– – 0.03% 163
2024
Q3 		$269K Buy
+4,004
New +$259K 0.03% 164

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Smith Anglin Financial's ROM Position: Q2 2025 in Review

Smith Anglin Financial increased its ProShares Ultra Technology (ROM) stake by 0.02% in Q2 2025, buying an estimated $60 and bringing the position to 4,005 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #161.

Smith Anglin Financial first reported a position in ROM in Q3 2024 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold ROM as of Q2 2025.

  • Smith Anglin Financial held 4,005 shares of ProShares Ultra Technology worth $305K as of Q2 2025.
  • Smith Anglin Financial bought 1 ProShares Ultra Technology share in Q2 2025, an estimated $60.
  • ProShares Ultra Technology made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #161 holding.
  • Smith Anglin Financial first reported a position in ProShares Ultra Technology in Q3 2024 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.