AWM
DDM icon

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

Activest 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
-15,192
Closed -$485K – 374
2022
Q4 		$485K Hold
15,192
– – 0.14% 50
2022
Q3 		$371K Buy
+15,192
New +$457K 0.12% 55

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 $893B AUM 36.07% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Activest Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q1 2023, closing a stake of 15,192 shares — an estimated $485K sold.

Activest Wealth Management first reported a position in DDM in Q3 2022 and held it in 2 quarters. The position peaked at $485K in Q4 2022. 38 funds tracked by Wall St. Rank hold DDM as of Q1 2023.

  • Activest Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 15,192 ProShares Ultra Dow30 shares in Q1 2023, an estimated $485K.
  • Activest Wealth Management first reported a position in ProShares Ultra Dow30 in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's ProShares Ultra Dow30 position peaked at $485K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.