AE Wealth Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History

AE Wealth Management’s Portfolio UDOW Stock Details UDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.8K	Buy	1,053 +658	+167%	+$40.8K	﹤0.01%	1997
2026 Q1	$19.8K	Sell	395 -4,233	-91%	-$248K	﹤0.01%	2151
2025 Q4	$268K	Buy	4,628 +4,580	+9,542%	+$256K	﹤0.01%	1369
2025 Q3	$2.57K	Sell	48 -4	-8%	-$199	﹤0.01%	2146
2025 Q2	$2.46K	Sell	52 -416	-89%	-$16.8K	﹤0.01%	2036
2025 Q1	$20.6K	Sell	468 -894	-66%	-$43.7K	﹤0.01%	1735
2024 Q4	$64.4K	Buy	+1,362	New	+$68.9K	﹤0.01%	1518
2021 Q2	–	Sell	-11,200	Closed	-$359K	–	1687
2021 Q1	$359K	Sell	11,200 -18,052	-62%	-$508K	﹤0.01%	1193
2020 Q4	$749K	Sell	29,252 -1,532	-5%	-$34.1K	0.01%	808
2020 Q3	$599K	Sell	30,784 -2,752	-8%	-$51.3K	0.01%	820
2020 Q2	$527K	Buy	33,536 +7,376	+28%	+$104K	0.01%	858
2020 Q1	$273K	Buy	26,160 +13,784	+111%	+$350K	0.01%	905
2019 Q4	$384K	Buy	12,376 +1,276	+11%	+$35.8K	0.01%	819
2019 Q3	$292K	Buy	11,100 +20	+0.2%	+$515	0.01%	794
2019 Q2	$284K	Hold	11,080	–	–	0.01%	770
2019 Q1	$267K	Buy	+11,080	New	+$246K	0.02%	496
2018 Q4	–	Sell	-10,832	Closed	-$296K	–	599
2018 Q3	$296K	Sell	10,832 -1,340	-11%	-$33.2K	0.02%	452
2018 Q2	$258K	Buy	+12,172	New	+$269K	0.02%	367

Other funds holding UDOW

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RCSL

R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

AE Wealth Management's UDOW Position: Q2 2026 in Review

AE Wealth Management increased its ProShares UltraPro Dow 30 (UDOW) stake by 167% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,053 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

AE Wealth Management first reported a position in UDOW in Q2 2018 and has held it in 18 quarters since. The position peaked at $749K in Q4 2020. 25 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

AE Wealth Management held 1,053 shares of ProShares UltraPro Dow 30 worth $73.8K as of Q2 2026.
AE Wealth Management bought 658 ProShares UltraPro Dow 30 shares in Q2 2026, an estimated $40.8K.
ProShares UltraPro Dow 30 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1997 holding.
AE Wealth Management first reported a position in ProShares UltraPro Dow 30 in Q2 2018 and has held it in 18 quarters since.
AE Wealth Management's ProShares UltraPro Dow 30 position peaked at $749K in Q4 2020.
25 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.