IFAM
DDM icon

Institutional & Family Asset Management’s ProShares Ultra Dow30 DDM Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-130
Closed -$4K – 958
2021
Q1 		$4K Buy
+130
New +$3.91K ﹤0.01% 713

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Institutional & Family Asset Management's DDM Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Dow30 (DDM) in Q2 2021, closing a stake of 130 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in DDM in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 35 funds tracked by Wall St. Rank hold DDM as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Dow30 position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 130 ProShares Ultra Dow30 shares in Q2 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Dow30 in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Dow30 position peaked at $4K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.