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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
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

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 $618B 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 $893B AUM 36.07% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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 $934M AUM 14.18% 1-Year Est. Return