ZIM
ROM icon

Zacks Investment Management’s ProShares Ultra Technology ROM Stock Holding History

Zacks Investment 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
2024
Q3 		– Sell
-4,227
Closed -$295K – 758
2024
Q2 		$295K Hold
4,227
– – ﹤0.01% 508
2024
Q1 		$257K Buy
4,227
+1
+0% +$58 ﹤0.01% 568
2023
Q4 		$224K Buy
+4,226
New +$194K ﹤0.01% 579

Other funds holding ROM

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Zacks Investment Management's ROM Position: Q3 2024 in Review

Zacks Investment Management sold out of ProShares Ultra Technology (ROM) in Q3 2024, closing a stake of 4,227 shares — an estimated $295K sold.

Zacks Investment Management first reported a position in ROM in Q4 2023 and held it in 3 quarters. The position peaked at $295K in Q2 2024. 47 funds tracked by Wall St. Rank hold ROM as of Q3 2024.

  • Zacks Investment Management reported no remaining ProShares Ultra Technology position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 4,227 ProShares Ultra Technology shares in Q3 2024, an estimated $295K.
  • Zacks Investment Management first reported a position in ProShares Ultra Technology in Q4 2023 and held it in 3 quarters.
  • Zacks Investment Management's ProShares Ultra Technology position peaked at $295K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.