WT
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Whittier Trust’s ProShares Ultra Technology ROM Stock Holding History

Whittier Trust’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
Q1 		$13.7K Hold
165
– – ﹤0.01% 1070
2025
Q4 		$16.1K Hold
165
– – ﹤0.01% 1062
2025
Q3 		$15.6K Hold
165
– – ﹤0.01% 1047
2025
Q2 		$12.6K Hold
165
– – ﹤0.01% 1197
2025
Q1 		$8.81K Hold
165
– – ﹤0.01% 1232
2024
Q4 		$11.5K Buy
165
+65
+65% +$4.58K ﹤0.01% 1225
2024
Q3 		$6.71K Buy
+100
New +$6.47K ﹤0.01% 1339

Other funds holding ROM

RCA
Runnymede Capital Advisors Dublin, Ohio $116M AUM 35.62% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $246M AUM 27.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whittier Trust's ROM Position: Q1 2026 in Review

Whittier Trust held its ProShares Ultra Technology (ROM) position steady in Q1 2026 at 165 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Whittier Trust first reported a position in ROM in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q4 2025. 58 funds tracked by Wall St. Rank hold ROM as of Q1 2026.

  • Whittier Trust held 165 shares of ProShares Ultra Technology worth $13.7K as of Q1 2026.
  • Whittier Trust left its ProShares Ultra Technology share count unchanged in Q1 2026.
  • ProShares Ultra Technology made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1070 holding.
  • Whittier Trust first reported a position in ProShares Ultra Technology in Q3 2024 and has held it in 7 quarters since.
  • Whittier Trust's ProShares Ultra Technology position peaked at $16.1K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.