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 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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BMC

Beaton Management Company Haverhill, Massachusetts $225M AUM 26.79% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Keener Financial Planning's DDM Position: Q1 2026 in Review

Keener Financial Planning held its ProShares Ultra Dow30 (DDM) position steady in Q1 2026 at 5,510 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #44.

Keener Financial Planning first reported a position in DDM in Q4 2023 and has held it in 10 quarters since. The position peaked at $313K in Q4 2025. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

Keener Financial Planning held 5,510 shares of ProShares Ultra Dow30 worth $286K as of Q1 2026.
Keener Financial Planning left its ProShares Ultra Dow30 share count unchanged in Q1 2026.
ProShares Ultra Dow30 made up 0.12% of Keener Financial Planning's portfolio in Q1 2026, its #44 holding.
Keener Financial Planning first reported a position in ProShares Ultra Dow30 in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's ProShares Ultra Dow30 position peaked at $313K in Q4 2025.
47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.