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 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

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

Independent Financial Group's DDM Position: Q2 2026 in Review

Independent Financial Group held its ProShares Ultra Dow30 (DDM) position steady in Q2 2026 at 5,700 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1121.

Independent Financial Group first reported a position in DDM in Q1 2024 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

Independent Financial Group held 5,700 shares of ProShares Ultra Dow30 worth $374K as of Q2 2026.
Independent Financial Group left its ProShares Ultra Dow30 share count unchanged in Q2 2026.
ProShares Ultra Dow30 made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1121 holding.
Independent Financial Group first reported a position in ProShares Ultra Dow30 in Q1 2024 and has held it in 10 quarters since.
50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.