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Steward Partners Investment Advisory’s ProShares Ultra Technology ROM Stock Holding History

Steward Partners Investment Advisory’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
2021
Q4 		– Sell
-600
Closed -$30K – 3302
2021
Q3 		$30K Sell
600
-600
-50% -$31.8K ﹤0.01% 2138
2021
Q2 		$58K Hold
1,200
– – ﹤0.01% 3017
2021
Q1 		$45.1K Buy
+1,200
New +$45.2K ﹤0.01% 2038

Other funds holding ROM

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's ROM Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of ProShares Ultra Technology (ROM) in Q4 2021, closing a stake of 600 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in ROM in Q1 2021 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 59 funds tracked by Wall St. Rank hold ROM as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining ProShares Ultra Technology position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 ProShares Ultra Technology shares in Q4 2021, an estimated $30K.
  • Steward Partners Investment Advisory first reported a position in ProShares Ultra Technology in Q1 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's ProShares Ultra Technology position peaked at $58K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.