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 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

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Castleview Partners's DDM Position: Q2 2026 in Review

Castleview Partners opened a new position in ProShares Ultra Dow30 (DDM) in Q2 2026: 12,258 shares worth $803K. The stake represents 0.35% of the portfolio and ranks #65 among its holdings. This is a return to the name: Castleview Partners previously reported a position in DDM as recently as Q4 2025.

Castleview Partners first reported a position in DDM in Q2 2023 and has held it in 11 quarters since. The position peaked at $912K in Q1 2025. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

Castleview Partners held 12,258 shares of ProShares Ultra Dow30 worth $803K as of Q2 2026.
ProShares Ultra Dow30 was a new Castleview Partners position in Q2 2026.
ProShares Ultra Dow30 made up 0.35% of Castleview Partners's portfolio in Q2 2026, its #65 holding.
Castleview Partners first reported a position in ProShares Ultra Dow30 in Q2 2023 and has held it in 11 quarters since.
Castleview Partners's ProShares Ultra Dow30 position peaked at $912K in Q1 2025.
50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.