Tactive Advisors’s ProShares Ultra Technology ROM Stock Holding History

Tactive Advisors’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 Q1	$1.2M	Buy	19,757 +14,202	+256%	+$821K	0.64%	35
2023 Q4	$295K	Sell	5,555 -22,011	-80%	-$1.01M	0.19%	71
2023 Q3	$1.08M	Sell	27,566 -31,433	-53%	-$1.36M	0.93%	17
2023 Q2	$2.66M	Sell	58,999 -44,256	-43%	-$1.66M	2.03%	12
2023 Q1	$3.59M	Buy	+103,255	New	+$2.95M	2.67%	13

Other funds holding ROM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

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

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Tactive Advisors's ROM Position: Q1 2024 in Review

Tactive Advisors increased its ProShares Ultra Technology (ROM) stake by 256% in Q1 2024, buying an estimated $821K and bringing the position to 19,757 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #35.

Tactive Advisors first reported a position in ROM in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.59M in Q1 2023. 45 funds tracked by Wall St. Rank hold ROM as of Q1 2024.

Tactive Advisors held 19,757 shares of ProShares Ultra Technology worth $1.2M as of Q1 2024.
Tactive Advisors bought 14,202 ProShares Ultra Technology shares in Q1 2024, an estimated $821K.
ProShares Ultra Technology made up 0.64% of Tactive Advisors's portfolio in Q1 2024, its #35 holding.
Tactive Advisors first reported a position in ProShares Ultra Technology in Q1 2023 and has held it in 5 quarters since.
Tactive Advisors's ProShares Ultra Technology position peaked at $3.59M in Q1 2023.
45 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.