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 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

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 40.89% 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

Discipline Wealth Solutions's DDM Position: Q2 2026 in Review

Discipline Wealth Solutions increased its ProShares Ultra Dow30 (DDM) stake by 101% in Q2 2026, buying an estimated $337K and bringing the position to 11,165 shares worth $732K. The position accounts for 0.06% of the portfolio, ranked #104.

Discipline Wealth Solutions first reported a position in DDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2024. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

Discipline Wealth Solutions held 11,165 shares of ProShares Ultra Dow30 worth $732K as of Q2 2026.
Discipline Wealth Solutions bought 5,611 ProShares Ultra Dow30 shares in Q2 2026, an estimated $337K.
ProShares Ultra Dow30 made up 0.06% of Discipline Wealth Solutions's portfolio in Q2 2026, its #104 holding.
Discipline Wealth Solutions first reported a position in ProShares Ultra Dow30 in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's ProShares Ultra Dow30 position peaked at $1.06M in Q4 2024.
50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.