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Sound Income Strategies’s ProShares Ultra Technology ROM Stock Holding History

Sound Income Strategies’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 		– Sell
-73
Closed -$5.9K – 1993
2026
Q1 		$5.9K Hold
73
– – ﹤0.01% 1754
2025
Q4 		$7.02K Buy
+73
New +$7.01K ﹤0.01% 1658

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's ROM Position: Q2 2026 in Review

Sound Income Strategies sold out of ProShares Ultra Technology (ROM) in Q2 2026, closing a stake of 73 shares — an estimated $5.9K sold.

Sound Income Strategies first reported a position in ROM in Q4 2025 and held it in 2 quarters. The position peaked at $7.02K in Q4 2025. 65 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Sound Income Strategies reported no remaining ProShares Ultra Technology position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 73 ProShares Ultra Technology shares in Q2 2026, an estimated $5.9K.
  • Sound Income Strategies first reported a position in ProShares Ultra Technology in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's ProShares Ultra Technology position peaked at $7.02K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.