LRI Investments, LLC ROM — PROSHARES ULTRA TECHNOLOGY

Ownership history in LRI Investments, LLC  ·  9 quarters on record

AI Ownership Summary

LRI Investments, LLC reported PROSHARES ULTRA TECHNOLOGY (ROM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows ROM at 0.00% 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 LRI Investments, LLC's position in PROSHARES ULTRA TECHNOLOGY, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 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 LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 401 — 0% 0.00% $31K 2026-04-30 $111.64
2025 Q4 UNCHANGED — — — 401 — 0% 0.00% $38K 2026-02-04 $86.11
2025 Q3 UNCHANGED — — — 401 — 0% 0.00% $37K 2025-11-03 $105.21
2025 Q2 UNCHANGED — — — 401 — 0% 0.00% $31K 2025-07-25 $80.99
2025 Q1 UNCHANGED — — — 401 — 0% 0.00% $21K 2025-05-01 $54.55
2024 Q4 UNCHANGED — — — 401 — 0% 0.00% $28K 2025-02-14 $72.82
2024 Q3 UNCHANGED — — — 401 — 0% 0.00% $29K 2024-11-15 $67.71
2024 Q2 UNCHANGED — — — 401 — 0% 0.00% $28K 2024-07-24 $62.92
2024 Q1 INITIATED — — — 401 — — 0.00% $24K 2024-05-14 $59.67

🏢 Other funds also holding ROM

As of 2026 Q1 — sorted by position size

Runnymede Capital Advisors, Inc. 10.28% BRAVE ASSET MANAGEMENT INC 3Y 7Y 0.07% McGuire Investment Group, LLC 3Y 7Y 0.04% Discipline Wealth Solutions, LLC 0.04% Parcion Private Wealth LLC 3Y 0.02% Kestra Advisory Services, LLC 3Y 0.01% Physician Wealth Advisors, Inc. 3Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About LRI Investments, 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 LRI Investments, LLC reported owning ROM?

LRI Investments, LLC reported ROM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ROM position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for ROM was 0.00% in 2024 Q2.

What is the latest reported ROM position on this page?

The most recent filing on this page is 2026 Q1, when LRI Investments, LLC reported 401 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this ROM ownership page compare?

The chart compares LRI Investments, 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.

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