Creative Planning’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Creative Planning’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
2025 Q2	–	Sell	-10,496	Closed	-$461K	–	3795
2025 Q1	$461K	Buy	+10,496	New	+$514K	﹤0.01%	2357
2023 Q1	–	Sell	-7,082	Closed	-$201K	–	2783
2022 Q4	$201K	Buy	+7,082	New	+$194K	﹤0.01%	2018
2020 Q4	–	Sell	-10,920	Closed	-$212K	–	2468
2020 Q3	$212K	Buy	+10,920	New	+$204K	﹤0.01%	1648
2019 Q2	–	Sell	-43,440	Closed	-$1.05M	–	2122
2019 Q1	$1.05M	Sell	43,440 -23,800	-35%	-$528K	﹤0.01%	718
2018 Q4	$1.2M	Buy	+67,240	New	+$1.52M	﹤0.01%	605

Other funds holding UDOW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's UDOW Position: Q2 2025 in Review

Creative Planning sold out of ProShares UltraPro Dow 30 (UDOW) in Q2 2025, closing a stake of 10,496 shares — an estimated $461K sold.

Creative Planning first reported a position in UDOW in Q4 2018 and held it in 5 quarters. The position peaked at $1.2M in Q4 2018. 57 funds tracked by Wall St. Rank hold UDOW as of Q2 2025.

Creative Planning reported no remaining ProShares UltraPro Dow 30 position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 10,496 ProShares UltraPro Dow 30 shares in Q2 2025, an estimated $461K.
Creative Planning first reported a position in ProShares UltraPro Dow 30 in Q4 2018 and held it in 5 quarters.
Creative Planning's ProShares UltraPro Dow 30 position peaked at $1.2M in Q4 2018.
57 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.