Purchases and Sales Made in Q1 2023 in Proshares Ultra Technology (ROM)
This table provides information about the institutional ownership of Proshares Ultra Technology (ROM) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES ULTRA TECHNOLOGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
279KNew |
$6.03M - $9.69M
|
279K
$19.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
105KNew |
$2.28M - $3.66M
|
105K
$7.33M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
103KNew |
$2.24M - $3.59M
|
103K
$7.18M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
82.9KNew |
$1.79M - $2.88M
|
82.9K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.5K+ 1011.19% |
$1.5M - $2.42M
|
76.4K
$5.31M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48.9K+ 144.04% |
$1.06M - $1.7M
|
82.9K
$5.77M
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
29.8KNew |
$646K - $1.04M
|
29.8K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 269.91% |
$535K - $858K
|
33.8K
$2.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.33K+ 266.13% |
$137K - $220K
|
8.71K
$606K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6KNew |
$130K - $209K
|
6K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.98KNew |
$86.1K - $138K
|
3.98K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.86K+ 307.74% |
$83.5K - $134K
|
5.11K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 34.51% |
$74.8K - $120K
|
13.5K
$937K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
350+ 1.87% |
$7.58K - $12.2K
|
19.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
215+ 91.1% |
$4.65K - $7.48K
|
451
$31.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51New |
$1.1K - $1.77K
|
51
$3.55K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
14+ 4.86% |
$303 - $487
|
302
$21K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-415- 8.71% |
$8.98K - $14.4K
|
4.35K
$303K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 0.66% |
$15.6K - $25K
|
108K
$7.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.35K- 4.12% |
$29.3K - $47K
|
31.5K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 23.15% |
$29.9K - $48K
|
4.58K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.39K- 2.09% |
$51.6K - $82.9K
|
112K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.8K- 47.54% |
$364K - $585K
|
18.6K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.3K- 99.81% |
$1.02M - $1.65M
|
90
$6.26K
|