Discipline Wealth Solutions’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Discipline Wealth Solutions’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
2026 Q1	–	Sell	-9,977	Closed	-$578K	–	197
2025 Q4	$578K	Sell	9,977 -4,793	-32%	-$268K	0.11%	97
2025 Q3	$791K	Sell	14,770 -2,998	-17%	-$149K	0.21%	71
2025 Q2	$839K	Buy	+17,768	New	+$716K	0.32%	44
2025 Q1	–	Sell	-13,964	Closed	-$660K	–	78
2024 Q4	$660K	Buy	13,964 +5,000	+56%	+$253K	0.31%	41
2024 Q3	$431K	Buy	+8,964	New	+$387K	0.23%	48

Other funds holding UDOW

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

TRCT

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

FTUS

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

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

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Discipline Wealth Solutions sold out of ProShares UltraPro Dow 30 (UDOW) in Q1 2026, closing a stake of 9,977 shares — an estimated $578K sold.

Discipline Wealth Solutions first reported a position in UDOW in Q3 2024 and held it in 5 quarters. The position peaked at $839K in Q2 2025. 58 funds tracked by Wall St. Rank hold UDOW as of Q1 2026.

Discipline Wealth Solutions reported no remaining ProShares UltraPro Dow 30 position as of Q1 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 9,977 ProShares UltraPro Dow 30 shares in Q1 2026, an estimated $578K.
Discipline Wealth Solutions first reported a position in ProShares UltraPro Dow 30 in Q3 2024 and held it in 5 quarters.
Discipline Wealth Solutions's ProShares UltraPro Dow 30 position peaked at $839K in Q2 2025.
58 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2026.

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