ROM — PROSHARES TR

Ownership history in Discipline Wealth Solutions, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Discipline Wealth Solutions, LLC reported a position in PROSHARES TR (ROM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2024 Q4)
Avg. % of fund
0.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,320 — 0% 0.08% $407K $94.30
2025 Q3 UNCHANGED 4,320 — 0% 0.11% $400K $92.64
2025 Q2 UNCHANGED 4,320 — 0% 0.13% $329K $76.06
2025 Q1 UNCHANGED 4,320 — 0% 0.11% $231K $53.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROM price (monthly, adj. close)

Other funds also holding ROM

As of 2025 Q4 — sorted by position size

WealthCare Asset Management, LLC 1.88% Tyche Wealth Partners LLC 1.16% Dale Q Rice Investment Management Ltd 0.98% BRAVE ASSET MANAGEMENT INC 3Y 7Y 0.09% Independent Wealth Network Inc. 3Y 0.07% River Wealth Advisors LLC 3Y 7Y 0.06% Gotham Asset Management, LLC 3Y 7Y 0.06% HARBOUR INVESTMENTS, INC. 3Y 0.06% McGuire Investment Group, LLC 3Y 7Y 0.05% Shepherd Financial Partners LLC 3Y 7Y 0.04%
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