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 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $221M AUM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Discipline Wealth Solutions opened a new position in ProShares UltraPro Dow 30 (UDOW) in Q2 2026: 12,923 shares worth $906K. The stake represents 0.08% of the portfolio and ranks #86 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in UDOW as recently as Q4 2025.

Discipline Wealth Solutions first reported a position in UDOW in Q3 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

Discipline Wealth Solutions held 12,923 shares of ProShares UltraPro Dow 30 worth $906K as of Q2 2026.
ProShares UltraPro Dow 30 was a new Discipline Wealth Solutions position in Q2 2026.
ProShares UltraPro Dow 30 made up 0.08% of Discipline Wealth Solutions's portfolio in Q2 2026, its #86 holding.
Discipline Wealth Solutions first reported a position in ProShares UltraPro Dow 30 in Q3 2024 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

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