DWS
DDM icon

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
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

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

Discipline Wealth Solutions's DDM Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its ProShares Ultra Dow30 (DDM) stake by 46% in Q1 2026, selling an estimated $274K and leaving 5,554 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #154.

Discipline Wealth Solutions first reported a position in DDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

  • Discipline Wealth Solutions held 5,554 shares of ProShares Ultra Dow30 worth $289K as of Q1 2026.
  • Discipline Wealth Solutions sold 4,768 ProShares Ultra Dow30 shares in Q1 2026, an estimated $274K.
  • ProShares Ultra Dow30 made up 0.03% of Discipline Wealth Solutions's portfolio in Q1 2026, its #154 holding.
  • Discipline Wealth Solutions first reported a position in ProShares Ultra Dow30 in Q3 2024 and has held it in 7 quarters since.
  • Discipline Wealth Solutions's ProShares Ultra Dow30 position peaked at $1.06M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.