Castleview Partners’s ProShares Ultra Dow30 DDM Stock Holding History

Castleview Partners’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 Q3	–	Sell	-12,258	Closed	-$803K	–	221
2026 Q2	$803K	Buy	+12,258	New	+$737K	0.35%	65
2026 Q1	–	Sell	-10,180	Closed	-$579K	–	212
2025 Q4	$579K	Buy	10,180 +3,728	+58%	+$207K	0.29%	78
2025 Q3	$346K	Buy	6,452 +1,084	+20%	+$55.2K	0.19%	109
2025 Q2	$263K	Sell	5,368 -14,572	-73%	-$639K	0.17%	142
2025 Q1	$912K	Buy	19,940 +1,882	+10%	+$92.1K	0.62%	40
2024 Q4	$854K	Buy	18,058 +11,348	+169%	+$564K	0.46%	50
2024 Q3	$321K	Sell	6,710 -1,108	-14%	-$49.2K	0.19%	129
2024 Q2	$324K	Buy	7,818 +2,798	+56%	+$115K	0.18%	124
2024 Q1	$219K	Buy	5,020 +4,142	+472%	+$170K	0.12%	170
2023 Q4	$34.8K	Buy	+878	New	+$30.1K	0.02%	363
2023 Q3	–	Sell	-148	Closed	-$4.99K	–	692
2023 Q2	$4.99K	Buy	+148	New	+$4.8K	﹤0.01%	506

Other funds holding DDM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Castleview Partners's DDM Position: Q3 2026 in Review

Castleview Partners sold out of ProShares Ultra Dow30 (DDM) in Q3 2026, closing a stake of 12,258 shares — an estimated $803K sold.

Castleview Partners first reported a position in DDM in Q2 2023 and held it in 11 quarters. The position peaked at $912K in Q1 2025. 3 funds tracked by Wall St. Rank hold DDM as of Q3 2026.

Castleview Partners reported no remaining ProShares Ultra Dow30 position as of Q3 2026 after selling out during the quarter.
Castleview Partners sold 12,258 ProShares Ultra Dow30 shares in Q3 2026, an estimated $803K.
Castleview Partners first reported a position in ProShares Ultra Dow30 in Q2 2023 and held it in 11 quarters.
Castleview Partners's ProShares Ultra Dow30 position peaked at $912K in Q1 2025.
3 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.