Discipline Wealth Solutions’s ProShares Ultra Dow30 DDM Stock Holding History

Discipline Wealth Solutions’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	$783K	Buy	12,794 +1,629	+15%	+$108K	0.07%	98
2026 Q2	$732K	Buy	11,165 +5,611	+101%	+$337K	0.06%	104
2026 Q1	$289K	Sell	5,554 -4,768	-46%	-$274K	0.03%	154
2025 Q4	$587K	Buy	10,322 +312	+3%	+$17.3K	0.11%	95
2025 Q3	$537K	Sell	10,010 -2,024	-17%	-$103K	0.14%	93
2025 Q2	$590K	Sell	12,034 -324	-3%	-$14.2K	0.23%	53
2025 Q1	$565K	Sell	12,358 -9,826	-44%	-$481K	0.27%	43
2024 Q4	$1.06M	Buy	22,184 +10,310	+87%	+$512K	0.49%	30
2024 Q3	$567K	Buy	+11,874	New	+$527K	0.3%	41

Other funds holding DDM

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Discipline Wealth Solutions's DDM Position: Q3 2026 in Review

Discipline Wealth Solutions increased its ProShares Ultra Dow30 (DDM) stake by 15% in Q3 2026, buying an estimated $108K and bringing the position to 12,794 shares worth $783K. The position accounts for 0.07% of the portfolio, ranked #98.

Discipline Wealth Solutions first reported a position in DDM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2024. 10 funds tracked by Wall St. Rank hold DDM as of Q3 2026.

Discipline Wealth Solutions held 12,794 shares of ProShares Ultra Dow30 worth $783K as of Q3 2026.
Discipline Wealth Solutions bought 1,629 ProShares Ultra Dow30 shares in Q3 2026, an estimated $108K.
ProShares Ultra Dow30 made up 0.07% of Discipline Wealth Solutions's portfolio in Q3 2026, its #98 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra Dow30 in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's ProShares Ultra Dow30 position peaked at $1.06M in Q4 2024.
10 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.