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Toth Financial Advisory’s ProShares Ultra Technology ROM Stock Holding History

Toth Financial 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
2026
Q2 		$2.34K Hold
15
– – ﹤0.01% 731
2026
Q1 		$1.18K Sell
15
-586
-98% -$52.4K ﹤0.01% 790
2025
Q4 		$56.7K Sell
601
-4,295
-88% -$412K 0.01% 335
2025
Q3 		$454K Sell
4,896
-1,125
-19% -$92.8K 0.05% 172
2025
Q2 		$458K Sell
6,021
-23,901
-80% -$1.42M 0.05% 169
2025
Q1 		$1.6M Sell
29,922
-31,732
-51% -$2.07M 0.19% 105
2024
Q4 		$4.3M Sell
61,654
-7,223
-10% -$509K 0.51% 71
2024
Q3 		$4.62M Sell
68,877
-17,285
-20% -$1.12M 0.55% 66
2024
Q2 		$6.02M Sell
86,162
-6,569
-7% -$403K 0.76% 47
2024
Q1 		$5.63M Sell
92,731
-7,074
-7% -$409K 0.71% 52
2023
Q4 		$5.3M Sell
99,805
-6,619
-6% -$303K 0.72% 49
2023
Q3 		$4.17M Sell
106,424
-2,105
-2% -$91.3K 0.64% 59
2023
Q2 		$4.88M Sell
108,529
-3,240
-3% -$122K 0.71% 51
2023
Q1 		$3.89M Sell
111,769
-2,385
-2% -$68.1K 0.61% 62
2022
Q4 		$2.63M Sell
114,154
-1,213
-1% -$30.4K 0.43% 73
2022
Q3 		$2.73M Hold
115,367
– – 0.49% 71
2022
Q2 		$3.3M Sell
115,367
-3,822
-3% -$138K 0.57% 63
2022
Q1 		$5.96M Sell
119,189
-5,341
-4% -$266K 0.89% 45
2021
Q4 		$7.93M Sell
124,530
-3,544
-3% -$211K 1.08% 32
2021
Q3 		$6.36M Sell
128,074
-2,240
-2% -$119K 0.97% 37
2021
Q2 		$6.27M Sell
130,314
-45,286
-26% -$1.93M 0.96% 38
2021
Q1 		$6.59M Sell
175,600
-12,262
-7% -$462K 1.05% 29
2020
Q4 		$6.73M Sell
187,862
-8,502
-4% -$272K 1.15% 27
2020
Q3 		$5.59M Sell
196,364
-2,860
-1% -$78.1K 1.07% 30
2020
Q2 		$4.65M Sell
199,224
-4,392
-2% -$84K 1.01% 36
2020
Q1 		$2.83M Sell
203,616
-3,896
-2% -$76.2K 0.82% 48
2019
Q4 		$4.13M Sell
207,512
-4,344
-2% -$75.8K 0.84% 44
2019
Q3 		$3.26M Sell
211,856
-13,256
-6% -$204K 0.72% 54
2019
Q2 		$3.31M Sell
225,112
-9,056
-4% -$131K 0.74% 53
2019
Q1 		$3.23M Sell
234,168
-10,088
-4% -$122K 0.76% 53
2018
Q4 		$2.41M Sell
244,256
-14,184
-5% -$168K 0.66% 56
2018
Q3 		$3.9M Sell
258,440
-15,784
-6% -$227K 0.87% 46
2018
Q2 		$3.52M Sell
274,224
-3,320
-1% -$42.1K 0.83% 47
2018
Q1 		$3.2M Sell
277,544
-50,944
-16% -$623K 0.78% 48
2017
Q4 		$3.6M Sell
328,488
-3,040
-0.9% -$32.5K 0.85% 46
2017
Q3 		$3.11M Sell
331,528
-5,928
-2% -$53.1K 0.78% 53
2017
Q2 		$2.76M Sell
337,456
-10,208
-3% -$84.2K 0.72% 56
2017
Q1 		$2.67M Sell
347,664
-22,224
-6% -$157K 0.71% 55
2016
Q4 		$2.24M Sell
369,888
-13,952
-4% -$83.3K 0.64% 60
2016
Q3 		$2.29M Sell
383,840
-28,080
-7% -$155K 0.67% 60
2016
Q2 		$1.92M Sell
411,920
-14,720
-3% -$69.3K 0.59% 60
2016
Q1 		$2.13M Sell
426,640
-16,400
-4% -$70.8K 0.7% 56
2015
Q4 		$2.18M Sell
443,040
-3,520
-0.8% -$17.5K 0.72% 55
2015
Q3 		$1.87M Sell
446,560
-38,400
-8% -$177K 0.69% 54
2015
Q2 		$2.31M Sell
484,960
-6,464
-1% -$32.6K 0.77% 50
2015
Q1 		$2.35M Sell
491,424
-12,640
-3% -$60.7K 0.79% 50
2014
Q4 		$2.4M Sell
504,064
-128
-0% -$582 0.83% 47
2014
Q3 		$2.24M Sell
504,192
-2,176
-0.4% -$9.5K 0.85% 45
2014
Q2 		$2.08M Buy
506,368
+1,920
+0.4% +$7.17K 0.79% 49
2014
Q1 		$1.83M Hold
504,448
– – 0.74% 51
2013
Q4 		$1.73M Buy
504,448
+30,176
+6% +$91.8K 0.73% 51
2013
Q3 		$1.29M Buy
474,272
+8,960
+2% +$23.7K 0.61% 55
2013
Q2 		$1.11M Buy
+465,312
New +$1.13M 0.55% 56

Other funds holding ROM

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Toth Financial Advisory's ROM Position: Q2 2026 in Review

Toth Financial Advisory held its ProShares Ultra Technology (ROM) position steady in Q2 2026 at 15 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Toth Financial Advisory first reported a position in ROM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.93M in Q4 2021. 8 funds tracked by Wall St. Rank hold ROM as of Q2 2026.

  • Toth Financial Advisory held 15 shares of ProShares Ultra Technology worth $2.34K as of Q2 2026.
  • Toth Financial Advisory left its ProShares Ultra Technology share count unchanged in Q2 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #731 holding.
  • Toth Financial Advisory first reported a position in ProShares Ultra Technology in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's ProShares Ultra Technology position peaked at $7.93M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.