Encompass More Asset Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Encompass More Asset Management’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	$2.75M	Buy	+39,283	New	+$2.43M	0.4%	54
2026 Q1	–	Sell	-45,130	Closed	-$2.61M	–	303
2025 Q4	$2.61M	Sell	45,130 -19,340	-30%	-$1.08M	0.48%	51
2025 Q3	$3.45M	Buy	64,470 +42,324	+191%	+$2.11M	0.66%	37
2025 Q2	$1.05M	Buy	+22,146	New	+$893K	0.24%	83
2025 Q1	–	Sell	-12,080	Closed	-$571K	–	221
2024 Q4	$571K	Sell	12,080 -724	-6%	-$36.6K	0.19%	93
2024 Q3	$615K	Sell	12,804 -9,990	-44%	-$432K	0.23%	81
2024 Q2	$896K	Buy	22,794 +6,968	+44%	+$272K	0.64%	38
2024 Q1	$674K	Buy	15,826 +2,938	+23%	+$115K	0.56%	40
2023 Q4	$479K	Buy	+12,888	New	+$389K	0.54%	51

Other funds holding UDOW

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Encompass More Asset Management's UDOW Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in ProShares UltraPro Dow 30 (UDOW) in Q2 2026: 39,283 shares worth $2.75M. The stake represents 0.4% of the portfolio and ranks #54 among its holdings. This is a return to the name: Encompass More Asset Management previously reported a position in UDOW as recently as Q4 2025.

Encompass More Asset Management first reported a position in UDOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.45M in Q3 2025. 7 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

Encompass More Asset Management held 39,283 shares of ProShares UltraPro Dow 30 worth $2.75M as of Q2 2026.
ProShares UltraPro Dow 30 was a new Encompass More Asset Management position in Q2 2026.
ProShares UltraPro Dow 30 made up 0.4% of Encompass More Asset Management's portfolio in Q2 2026, its #54 holding.
Encompass More Asset Management first reported a position in ProShares UltraPro Dow 30 in Q4 2023 and has held it in 9 quarters since.
Encompass More Asset Management's ProShares UltraPro Dow 30 position peaked at $3.45M in Q3 2025.
7 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.