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Core Wealth Advisors (Florida)’s ProShares Ultra Dow30 DDM Stock Holding History

Core Wealth Advisors (Florida)’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
2021
Q4 		– Sell
-130
Closed -$5K – 212
2021
Q3 		$5K Buy
+130
New +$4.8K ﹤0.01% 158

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DDM Position: Q4 2021 in Review

Core Wealth Advisors (Florida) sold out of ProShares Ultra Dow30 (DDM) in Q4 2021, closing a stake of 130 shares — an estimated $5K sold.

Core Wealth Advisors (Florida) first reported a position in DDM in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 37 funds tracked by Wall St. Rank hold DDM as of Q4 2021.

  • Core Wealth Advisors (Florida) reported no remaining ProShares Ultra Dow30 position as of Q4 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 130 ProShares Ultra Dow30 shares in Q4 2021, an estimated $5K.
  • Core Wealth Advisors (Florida) first reported a position in ProShares Ultra Dow30 in Q3 2021 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s ProShares Ultra Dow30 position peaked at $5K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2021, filed 14 Feb 2022.