Carson Wealth (CWM LLC)’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UDOW Stock Details UDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83K	Hold	36	–	–	﹤0.01%	5300
2025 Q4	$2K	Sell	36 -2	-5%	-$112	﹤0.01%	5140
2025 Q3	$2K	Buy	38 +36	+1,800%	+$1.79K	﹤0.01%	5046
2025 Q2	$0	Hold	2	–	–	﹤0.01%	5314
2025 Q1	$0	Hold	2	–	–	﹤0.01%	5210
2024 Q4	$0	Hold	2	–	–	﹤0.01%	5177
2024 Q3	$0	Hold	2	–	–	﹤0.01%	5161
2024 Q2	$0	Hold	2	–	–	﹤0.01%	4957
2024 Q1	$0	Hold	2	–	–	﹤0.01%	4761
2023 Q4	$0	Sell	2 -30	-94%	-$905	﹤0.01%	4525
2023 Q3	$1K	Sell	32 -10,386	-100%	-$314K	﹤0.01%	4095
2023 Q2	$311K	Buy	10,418 +38	+0.4%	+$1.08K	﹤0.01%	1098
2023 Q1	$288K	Hold	10,380	–	–	﹤0.01%	1069
2022 Q4	$294K	Hold	10,380	–	–	﹤0.01%	961
2022 Q3	$200K	Hold	10,380	–	–	﹤0.01%	1054
2022 Q2	$254K	Hold	10,380	–	–	﹤0.01%	950
2022 Q1	$377K	Buy	+10,380	New	+$381K	﹤0.01%	808

Other funds holding UDOW

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UDOW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its ProShares UltraPro Dow 30 (UDOW) position steady in Q1 2026 at 36 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #5300.

Carson Wealth (CWM LLC) first reported a position in UDOW in Q1 2022 and has held it in 17 quarters since. The position peaked at $377K in Q1 2022. 58 funds tracked by Wall St. Rank hold UDOW as of Q1 2026.

Carson Wealth (CWM LLC) held 36 shares of ProShares UltraPro Dow 30 worth $1.83K as of Q1 2026.
Carson Wealth (CWM LLC) left its ProShares UltraPro Dow 30 share count unchanged in Q1 2026.
ProShares UltraPro Dow 30 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5300 holding.
Carson Wealth (CWM LLC) first reported a position in ProShares UltraPro Dow 30 in Q1 2022 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s ProShares UltraPro Dow 30 position peaked at $377K in Q1 2022.
58 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.