Financial Engines Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

Financial Engines Advisors’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	$568K	Buy	8,663 +23	+0.3%	+$1.38K	﹤0.01%	389
2026 Q1	$450K	Buy	8,640 +26	+0.3%	+$1.49K	﹤0.01%	406
2025 Q4	$490K	Buy	8,614 +20	+0.2%	+$1.11K	﹤0.01%	399
2025 Q3	$461K	Buy	8,594 +46	+0.5%	+$2.34K	﹤0.01%	407
2025 Q2	$419K	Buy	8,548 +24	+0.3%	+$1.05K	﹤0.01%	400
2025 Q1	$390K	Hold	8,524	–	–	﹤0.01%	344
2024 Q4	$406K	Buy	8,524 +24	+0.3%	+$1.19K	﹤0.01%	344
2024 Q3	$407K	Buy	8,500 +28	+0.3%	+$1.24K	﹤0.01%	299
2024 Q2	$353K	Hold	8,472	–	–	﹤0.01%	290
2024 Q1	$369K	Sell	8,472 -590	-7%	-$24.3K	﹤0.01%	266
2023 Q4	$359K	Buy	9,062 +24	+0.3%	+$824	﹤0.01%	257
2023 Q3	$287K	Hold	9,038	–	–	﹤0.01%	243
2023 Q2	$305K	Hold	9,038	–	–	﹤0.01%	246
2023 Q1	$288K	Buy	9,038 +34	+0.4%	+$1.09K	﹤0.01%	252
2022 Q4	$288K	Sell	9,004 -86	-0.9%	-$2.67K	﹤0.01%	255
2022 Q3	$221K	Buy	9,090 +14	+0.2%	+$421	﹤0.01%	271
2022 Q2	$256K	Sell	9,076 -662	-7%	-$21.3K	﹤0.01%	262
2022 Q1	$354K	Buy	9,738 +30	+0.3%	+$1.09K	﹤0.01%	231
2021 Q4	$388K	Hold	9,708	–	–	﹤0.01%	181
2021 Q3	$337K	Buy	9,708 +358	+4%	+$13.2K	﹤0.01%	202
2021 Q2	$337K	Hold	9,350	–	–	﹤0.01%	167
2021 Q1	$308K	Sell	9,350 -3,600	-28%	-$108K	﹤0.01%	204
2020 Q4	$366K	Hold	12,950	–	–	﹤0.01%	186
2020 Q3	$303K	Buy	12,950 +2	+0%	+$45	﹤0.01%	187
2020 Q2	$261K	Buy	+12,948	New	+$240K	﹤0.01%	165

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 40.91% 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

Financial Engines Advisors's DDM Position: Q2 2026 in Review

Financial Engines Advisors increased its ProShares Ultra Dow30 (DDM) stake by 0.27% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,663 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Financial Engines Advisors first reported a position in DDM in Q2 2020 and has held it in 25 quarters since. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

Financial Engines Advisors held 8,663 shares of ProShares Ultra Dow30 worth $568K as of Q2 2026.
Financial Engines Advisors bought 23 ProShares Ultra Dow30 shares in Q2 2026, an estimated $1.38K.
ProShares Ultra Dow30 made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #389 holding.
Financial Engines Advisors first reported a position in ProShares Ultra Dow30 in Q2 2020 and has held it in 25 quarters since.
50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.