CAPTRUST Financial Advisors
DDM icon

CAPTRUST Financial Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-76
Closed -$2K – 2544
2022
Q2 		$2K Hold
76
– – ﹤0.01% 4442
2022
Q1 		$3K Buy
76
+16
+27% +$583 ﹤0.01% 4345
2021
Q4 		$2K Buy
+60
New +$2.3K ﹤0.01% 4396
2018
Q2 		– Sell
-9,600
Closed -$190K – 1524
2018
Q1 		$190K Hold
9,600
– – 0.01% 321
2017
Q4 		$212K Hold
9,600
– – 0.01% 313
2017
Q3 		$208K Hold
9,600
– – 0.02% 200
2017
Q2 		$156K Buy
+9,600
New +$151K 0.02% 137
2014
Q1 		– Sell
-36
Closed – – 186
2013
Q4 		$0 Buy
+36
New +$311 ﹤0.01% 197
2013
Q3 		– Sell
-36
Closed – – 173
2013
Q2 		$0 Buy
+36
New +$278 ﹤0.01% 190

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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return

CAPTRUST Financial Advisors's DDM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of ProShares Ultra Dow30 (DDM) in Q3 2022, closing a stake of 76 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in DDM in Q2 2013 and held it in 9 quarters. The position peaked at $212K in Q4 2017. 33 funds tracked by Wall St. Rank hold DDM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining ProShares Ultra Dow30 position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 76 ProShares Ultra Dow30 shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in ProShares Ultra Dow30 in Q2 2013 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's ProShares Ultra Dow30 position peaked at $212K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.