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Independent Advisor Alliance’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,820
Closed -$242K – 1591
2026
Q1 		$242K Buy
+4,820
New +$282K ﹤0.01% 1423
2025
Q1 		– Sell
-4,820
Closed -$228K – 1325
2024
Q4 		$228K Buy
+4,820
New +$244K ﹤0.01% 1247

Other funds holding UDOW

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IMC Chicago
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
LA
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Independent Advisor Alliance's UDOW Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ProShares UltraPro Dow 30 (UDOW) in Q2 2026, closing a stake of 4,820 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in UDOW in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 55 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ProShares UltraPro Dow 30 position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,820 ProShares UltraPro Dow 30 shares in Q2 2026, an estimated $242K.
  • Independent Advisor Alliance first reported a position in ProShares UltraPro Dow 30 in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's ProShares UltraPro Dow 30 position peaked at $242K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.