Independent Financial Group’s ProShares Ultra Dow30 DDM Stock Holding History

Independent Financial Group’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 Q3	$202K	Sell	3,300 -2,400	-42%	-$159K	﹤0.01%	1507
2026 Q2	$374K	Hold	5,700	–	–	0.01%	1121
2026 Q1	$297K	Hold	5,700	–	–	0.01%	1166
2025 Q4	$324K	Hold	5,700	–	–	0.01%	1111
2025 Q3	$306K	Hold	5,700	–	–	0.01%	1084
2025 Q2	$279K	Hold	5,700	–	–	0.01%	1065
2025 Q1	$261K	Hold	5,700	–	–	0.01%	990
2024 Q4	$272K	Hold	5,700	–	–	0.01%	933
2024 Q3	$272K	Hold	5,700	–	–	0.01%	917
2024 Q2	$236K	Sell	5,700 -500	-8%	-$20.6K	0.01%	949
2024 Q1	$270K	Buy	+6,200	New	+$255K	0.01%	832

Other funds holding DDM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

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

Independent Financial Group's DDM Position: Q3 2026 in Review

Independent Financial Group reduced its ProShares Ultra Dow30 (DDM) stake by 42% in Q3 2026, selling an estimated $159K and leaving 3,300 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Independent Financial Group first reported a position in DDM in Q1 2024 and has held it in 11 quarters since. The position peaked at $374K in Q2 2026. 3 funds tracked by Wall St. Rank hold DDM as of Q3 2026.

Independent Financial Group held 3,300 shares of ProShares Ultra Dow30 worth $202K as of Q3 2026.
Independent Financial Group sold 2,400 ProShares Ultra Dow30 shares in Q3 2026, an estimated $159K.
ProShares Ultra Dow30 made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1507 holding.
Independent Financial Group first reported a position in ProShares Ultra Dow30 in Q1 2024 and has held it in 11 quarters since.
Independent Financial Group's ProShares Ultra Dow30 position peaked at $374K in Q2 2026.
3 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.