AF
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Allworth Financial’s ProShares Ultra Dow30 DDM Stock Holding History

Allworth Financial’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
2025
Q4 		– Sell
-2
Closed -$62 – 5076
2025
Q3 		$62 Hold
2
– – ﹤0.01% 4726
2025
Q2 		$57 Hold
2
– – ﹤0.01% 4439
2025
Q1 		$47 Hold
2
– – ﹤0.01% 3980
2024
Q4 		$59 Hold
2
– – ﹤0.01% 3867
2024
Q3 		$55 Hold
2
– – ﹤0.01% 3684
2024
Q2 		$51 Hold
2
– – ﹤0.01% 3625
2024
Q1 		$50 Hold
2
– – ﹤0.01% 3536
2023
Q4 		$46 Hold
2
– – ﹤0.01% 3375
2023
Q3 		$37 Hold
2
– – ﹤0.01% 3377
2023
Q2 		$39 Hold
2
– – ﹤0.01% 3201
2023
Q1 		$37 Hold
2
– – ﹤0.01% 3129
2022
Q4 		$37 Hold
2
– – ﹤0.01% 2955
2022
Q3 		$0 Hold
2
– – ﹤0.01% 2746
2022
Q2 		$0 Hold
2
– – ﹤0.01% 2480
2022
Q1 		$0 Buy
+2
New +$73 ﹤0.01% 2167

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GVCM
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GG
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HF
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $225M AUM 26.79% 1-Year Est. Return