Beaton Management Company’s ProShares Ultra Dow30 DDM Stock Holding History

Beaton Management Company’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
2026 Q1	$874K	Hold	16,800	–	–	0.39%	69
2025 Q4	$955K	Sell	16,800 -300	-2%	-$16.6K	0.42%	62
2025 Q3	$917K	Hold	17,100	–	–	0.42%	64
2025 Q2	$838K	Hold	17,100	–	–	0.41%	66
2025 Q1	$782K	Sell	17,100 -100	-0.6%	-$4.89K	0.41%	68
2024 Q4	$820K	Sell	17,200 -200	-1%	-$9.93K	0.41%	65
2024 Q3	$832K	Hold	17,400	–	–	0.42%	68
2024 Q2	$722K	Hold	17,400	–	–	0.39%	70
2024 Q1	$758K	Hold	17,400	–	–	0.41%	70
2023 Q4	$689K	Sell	17,400 -1,140	-6%	-$39.1K	0.41%	68
2023 Q3	$588K	Hold	18,540	–	–	0.38%	72
2023 Q2	$625K	Hold	18,540	–	–	0.4%	70
2023 Q1	$591K	Sell	18,540 -200	-1%	-$6.39K	0.4%	70
2022 Q4	$599K	Hold	18,740	–	–	0.4%	70
2022 Q3	$457K	Hold	18,740	–	–	0.35%	74
2022 Q2	$530K	Hold	18,740	–	–	0.38%	70
2022 Q1	$681K	Hold	18,740	–	–	0.42%	65
2021 Q4	$750K	Hold	18,740	–	–	0.45%	62
2021 Q3	$651K	Hold	18,740	–	–	0.43%	66
2021 Q2	$675K	Hold	18,740	–	–	0.43%	66
2021 Q1	$617K	Hold	18,740	–	–	0.43%	68
2020 Q4	$529K	Hold	18,740	–	–	0.39%	71
2020 Q3	$438K	Hold	18,740	–	–	0.36%	77
2020 Q2	$378K	Buy	18,740 +2,200	+13%	+$40.7K	0.34%	78
2020 Q1	$246K	Hold	16,540	–	–	0.25%	94
2019 Q4	$460K	Sell	16,540 -800	-5%	-$20.8K	0.36%	75
2019 Q3	$430K	Hold	17,340	–	–	0.35%	79
2019 Q2	$421K	Hold	17,340	–	–	0.35%	78
2019 Q1	$402K	Buy	17,340 +1,500	+9%	+$32.8K	0.35%	79
2018 Q4	$300K	Hold	15,840	–	–	0.29%	83
2018 Q3	$391K	Hold	15,840	–	–	0.32%	84
2018 Q2	$330K	Hold	15,840	–	–	0.3%	88
2018 Q1	$329K	Sell	15,840 -600	-4%	-$13.6K	0.3%	86
2017 Q4	$362K	Hold	16,440	–	–	0.33%	81
2017 Q3	$296K	Hold	16,440	–	–	0.28%	93
2017 Q2	$268K	Buy	+16,440	New	+$259K	0.27%	96

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Koshinski Asset Management

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GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Massar Capital Management Stamford, Connecticut $501M AUM 14.18% 1-Year Est. Return

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return