Carson Wealth (CWM LLC)
DDM icon

Carson Wealth (CWM LLC)’s ProShares Ultra Dow30 DDM Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q1 		– Sell
-112
Closed -$4K – 4391
2023
Q4 		$4K Hold
112
– – ﹤0.01% 3582
2023
Q3 		$4K Hold
112
– – ﹤0.01% 3544
2023
Q2 		$4K Hold
112
– – ﹤0.01% 3511
2023
Q1 		$4K Buy
112
+2
+2% +$64 ﹤0.01% 3369
2022
Q4 		$4K Hold
110
– – ﹤0.01% 3277
2022
Q3 		$3K Hold
110
– – ﹤0.01% 3282
2022
Q2 		$3K Buy
+110
New +$3.54K ﹤0.01% 3178

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DDM Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of ProShares Ultra Dow30 (DDM) in Q1 2024, closing a stake of 112 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in DDM in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q4 2023. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Ultra Dow30 position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 112 ProShares Ultra Dow30 shares in Q1 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Dow30 in Q2 2022 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s ProShares Ultra Dow30 position peaked at $4K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.