Chicago Partners Investment Group LLC ROM — PROSHARES TR

Ownership history in Chicago Partners Investment Group LLC  ·  5 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported PROSHARES TR (ROM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows ROM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROM stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held ROM — position size vs. price
% of Fund (quarterly)    ROM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,234 -1,204 -22.1% 0.01% $467K 2026-05-04 $115.26
2025 Q4 UNCHANGED — — — 5,438 — 0% 0.01% $518K 2026-01-28 $100.66
2025 Q3 REDUCED 68.8% +4.8% ❌ 5,438 -11,995 -68.8% 0.01% $573K 2025-10-30 $104.23
2025 Q2 ADDED — — — 17,433 +13,566 +350.8% 0.04% $1.4M 2025-07-29 $82.24
2025 Q1 INITIATED — — — 3,867 — — 0.01% $217K 2025-05-09 $56.80

🏢 Other funds also holding ROM

As of 2026 Q1 — sorted by position size

Runnymede Capital Advisors, Inc. 10.28% Tyche Wealth Partners LLC 0.94% Dale Q Rice Investment Management Ltd 0.86% Retirement Planning Co of New England, Inc. 3Y 0.45% Marshall & Sterling Wealth Advisors Inc. 0.08% BRAVE ASSET MANAGEMENT INC 3Y 7Y 0.07% River Wealth Advisors LLC 3Y 7Y 0.05% McGuire Investment Group, LLC 3Y 7Y 0.04% HARBOUR INVESTMENTS, INC. 3Y 0.04% Shepherd Financial Partners LLC 3Y 7Y 0.04%

FAQ About Chicago Partners Investment Group LLC and ROM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning ROM?

Chicago Partners Investment Group LLC reported ROM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ROM position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for ROM was 0.04% in 2025 Q2.

What is the latest reported ROM position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Partners Investment Group LLC reported 4,234 shares, equal to 0.01% of portfolio, with an estimated market value of $467K.

What does the chart on this ROM ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly ROM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their ROM position?

Based on 13F filing dates vs. subsequent ROM price moves, Chicago Partners Investment Group LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ROM relative to SPY over the holding period was +58.7%.

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