Keener Financial Planning’s ProShares Ultra Dow30 DDM Stock Holding History

Keener Financial Planning’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	–	Sell	-5,510	Closed	-$286K	–	62
2026 Q1	$286K	Hold	5,510	–	–	0.12%	44
2025 Q4	$313K	Hold	5,510	–	–	0.14%	42
2025 Q3	$295K	Hold	5,510	–	–	0.14%	37
2025 Q2	$270K	Hold	5,510	–	–	0.13%	42
2025 Q1	$252K	Hold	5,510	–	–	0.16%	35
2024 Q4	$262K	Hold	5,510	–	–	0.15%	38
2024 Q3	$263K	Hold	5,510	–	–	0.17%	36
2024 Q2	$228K	Hold	5,510	–	–	0.15%	38
2024 Q1	$240K	Hold	5,510	–	–	0.17%	39
2023 Q4	$218K	Buy	+5,510	New	+$189K	0.17%	38

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 40.89% 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

Keener Financial Planning's DDM Position: Q2 2026 in Review

Keener Financial Planning sold out of ProShares Ultra Dow30 (DDM) in Q2 2026, closing a stake of 5,510 shares — an estimated $286K sold.

Keener Financial Planning first reported a position in DDM in Q4 2023 and held it in 10 quarters. The position peaked at $313K in Q4 2025. 49 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

Keener Financial Planning reported no remaining ProShares Ultra Dow30 position as of Q2 2026 after selling out during the quarter.
Keener Financial Planning sold 5,510 ProShares Ultra Dow30 shares in Q2 2026, an estimated $286K.
Keener Financial Planning first reported a position in ProShares Ultra Dow30 in Q4 2023 and held it in 10 quarters.
Keener Financial Planning's ProShares Ultra Dow30 position peaked at $313K in Q4 2025.
49 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.