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 Q3	$371K	Sell	5,895 -7,028	-54%	-$497K	0.03%	140
2026 Q2	$906K	Buy	+12,923	New	+$801K	0.08%	86
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

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Discipline Wealth Solutions reduced its ProShares UltraPro Dow 30 (UDOW) stake by 54% in Q3 2026, selling an estimated $497K and leaving 5,895 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #140.

Discipline Wealth Solutions first reported a position in UDOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $906K in Q2 2026. 12 funds tracked by Wall St. Rank hold UDOW as of Q3 2026.

Discipline Wealth Solutions held 5,895 shares of ProShares UltraPro Dow 30 worth $371K as of Q3 2026.
Discipline Wealth Solutions sold 7,028 ProShares UltraPro Dow 30 shares in Q3 2026, an estimated $497K.
ProShares UltraPro Dow 30 made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #140 holding.
Discipline Wealth Solutions first reported a position in ProShares UltraPro Dow 30 in Q3 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's ProShares UltraPro Dow 30 position peaked at $906K in Q2 2026.
12 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q3 2026.

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