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Strategic Investment Solutions’s ProShares Ultra Technology ROM Stock Holding History

Strategic Investment Solutions’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
2024
Q3 		– Sell
-400
Closed -$30K – 688
2024
Q2 		$30K Buy
+400
New +$24.5K 0.01% 225

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HI
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RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Strategic Investment Solutions's ROM Position: Q3 2024 in Review

Strategic Investment Solutions sold out of ProShares Ultra Technology (ROM) in Q3 2024, closing a stake of 400 shares — an estimated $30K sold.

Strategic Investment Solutions first reported a position in ROM in Q2 2024 and held it in 1 quarter. The position peaked at $30K in Q2 2024. 47 funds tracked by Wall St. Rank hold ROM as of Q3 2024.

  • Strategic Investment Solutions reported no remaining ProShares Ultra Technology position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 400 ProShares Ultra Technology shares in Q3 2024, an estimated $30K.
  • Strategic Investment Solutions first reported a position in ProShares Ultra Technology in Q2 2024 and held it in 1 quarter.
  • Strategic Investment Solutions's ProShares Ultra Technology position peaked at $30K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.