AWM
DDM icon

Accurate Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Accurate Wealth Management’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-114
Closed -$3.76K – 527
2022
Q4 		$3.76K Buy
+114
New +$3.54K ﹤0.01% 1078

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accurate Wealth Management's DDM Position: Q1 2023 in Review

Accurate Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q1 2023, closing a stake of 114 shares — an estimated $3.76K sold.

Accurate Wealth Management first reported a position in DDM in Q4 2022 and held it in 1 quarter. The position peaked at $3.76K in Q4 2022. 38 funds tracked by Wall St. Rank hold DDM as of Q1 2023.

  • Accurate Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 114 ProShares Ultra Dow30 shares in Q1 2023, an estimated $3.76K.
  • Accurate Wealth Management first reported a position in ProShares Ultra Dow30 in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's ProShares Ultra Dow30 position peaked at $3.76K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.