CCWM
DDM icon

Cassaday & Co Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Cassaday & Co Wealth Management’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 		$1.56M Sell
30,036
-152
-0.5% -$8.72K 0.03% 104
2025
Q4 		$1.72M Buy
30,188
+152
+0.5% +$8.42K 0.04% 99
2025
Q3 		$1.61M Hold
30,036
– – 0.04% 103
2025
Q2 		$1.47M Buy
30,036
+5,138
+21% +$225K 0.04% 102
2025
Q1 		$1.14M Hold
24,898
– – 0.03% 103
2024
Q4 		$1.19M Hold
24,898
– – 0.03% 102
2024
Q3 		$1.19M Hold
24,898
– – 0.03% 96
2024
Q2 		$1.03M Hold
24,898
– – 0.03% 98
2024
Q1 		$1.08M Hold
24,898
– – 0.04% 95
2023
Q4 		$986K Hold
24,898
– – 0.03% 100
2023
Q3 		$790K Hold
24,898
– – 0.03% 103
2023
Q2 		$840K Hold
24,898
– – 0.03% 108
2023
Q1 		$794K Hold
24,898
– – 0.03% 115
2022
Q4 		$795K Buy
+24,898
New +$773K 0.04% 113

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $225M AUM 26.79% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $501M AUM 14.18% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return