Sugarloaf Wealth Management’s ProShares Ultra Technology ROM Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-359	Closed	-$9K	–	848
2022 Q3	$9K	Hold	359	–	–	﹤0.01%	542
2022 Q2	$10K	Buy	359 +1	+0.3%	+$36	﹤0.01%	528
2022 Q1	$18K	Sell	358 -2	-0.6%	-$99	﹤0.01%	425
2021 Q4	$23K	Sell	360 -60	-14%	-$3.58K	0.01%	406
2021 Q3	$21K	Hold	420	–	–	0.01%	419
2021 Q2	$20K	Buy	420 +2	+0.5%	+$85	0.01%	417
2021 Q1	$16	Hold	418	–	–	﹤0.01%	451
2020 Q4	$15K	Hold	418	–	–	0.01%	434
2020 Q3	$12K	Buy	418 +322	+335%	+$8.79K	﹤0.01%	436
2020 Q2	$2K	Sell	96 -320	-77%	-$6.12K	﹤0.01%	615
2020 Q1	$6K	Hold	416	–	–	﹤0.01%	494
2019 Q4	$8K	Buy	+416	New	+$7.26K	﹤0.01%	489

Other funds holding ROM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sugarloaf Wealth Management's ROM Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of ProShares Ultra Technology (ROM) in Q4 2022, closing a stake of 359 shares — an estimated $9K sold.

Sugarloaf Wealth Management first reported a position in ROM in Q4 2019 and held it in 12 quarters. The position peaked at $23K in Q4 2021. 29 funds tracked by Wall St. Rank hold ROM as of Q4 2022.

Sugarloaf Wealth Management reported no remaining ProShares Ultra Technology position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 359 ProShares Ultra Technology shares in Q4 2022, an estimated $9K.
Sugarloaf Wealth Management first reported a position in ProShares Ultra Technology in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's ProShares Ultra Technology position peaked at $23K in Q4 2021.
29 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.