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BDO Wealth Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

BDO Wealth Advisors’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
2021
Q3 		– Sell
-110
Closed -$4K – 1062
2021
Q2 		$4K Hold
110
– – ﹤0.01% 888
2021
Q1 		$4K Buy
+110
New +$3.31K ﹤0.01% 876

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return

BDO Wealth Advisors's DDM Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Ultra Dow30 (DDM) in Q3 2021, closing a stake of 110 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in DDM in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 34 funds tracked by Wall St. Rank hold DDM as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra Dow30 position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 110 ProShares Ultra Dow30 shares in Q3 2021, an estimated $4K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra Dow30 in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra Dow30 position peaked at $4K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.