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Cassaday & Co Wealth Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Cassaday & Co Wealth Management’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 		$452K Hold
9,002
– – 0.01% 231
2025
Q4 		$521K Hold
9,002
– – 0.01% 211
2025
Q3 		$482K Hold
9,002
– – 0.01% 217
2025
Q2 		$425K Sell
9,002
-6,000
-40% -$242K 0.01% 225
2025
Q1 		$659K Buy
15,002
+6,200
+70% +$303K 0.02% 166
2024
Q4 		$416K Hold
8,802
– – 0.01% 211
2024
Q3 		$423K Hold
8,802
– – 0.01% 201
2024
Q2 		$346K Hold
8,802
– – 0.01% 214
2024
Q1 		$375K Hold
8,802
– – 0.01% 199
2023
Q4 		$327K Hold
8,802
– – 0.01% 195
2023
Q3 		$237K Hold
8,802
– – 0.01% 224
2023
Q2 		$263K Hold
8,802
– – 0.01% 212
2023
Q1 		$244K Buy
+8,802
New +$248K 0.01% 226

Other funds holding UDOW

Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $2.64B 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
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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
Goldman Sachs New York $761B 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
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return