IFWM
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Institute for Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Institute for Wealth Management’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 		$2.04K Buy
+31
New +$1.86K ﹤0.01% 1588
2020
Q1 		– Sell
-182
Closed -$5K – 424
2019
Q4 		$5K Buy
+182
New +$4.73K ﹤0.01% 633

Other funds holding DDM

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GG
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Institute for Wealth Management's DDM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares Ultra Dow30 (DDM) in Q2 2026: 31 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DDM as recently as Q4 2019.

Institute for Wealth Management first reported a position in DDM in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 49 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

  • Institute for Wealth Management held 31 shares of ProShares Ultra Dow30 worth $2.04K as of Q2 2026.
  • ProShares Ultra Dow30 was a new Institute for Wealth Management position in Q2 2026.
  • ProShares Ultra Dow30 made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1588 holding.
  • Institute for Wealth Management first reported a position in ProShares Ultra Dow30 in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's ProShares Ultra Dow30 position peaked at $5K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.