TWA
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TCI Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

TCI Wealth 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
2021
Q3 		– Sell
-40
Closed -$2K – 2539
2021
Q2 		$2K Buy
+40
New +$1.7K ﹤0.01% 2078

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TCI Wealth Advisors's ROM Position: Q3 2021 in Review

TCI Wealth Advisors sold out of ProShares Ultra Technology (ROM) in Q3 2021, closing a stake of 40 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in ROM in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 58 funds tracked by Wall St. Rank hold ROM as of Q3 2021.

  • TCI Wealth Advisors reported no remaining ProShares Ultra Technology position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 40 ProShares Ultra Technology shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in ProShares Ultra Technology in Q2 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's ProShares Ultra Technology position peaked at $2K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.