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Kingswood Wealth Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

Kingswood Wealth Advisors’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
2024
Q2 		– Sell
-14,250
Closed -$620K – 671
2024
Q1 		$620K Sell
14,250
-1,890
-12% -$77.7K 0.07% 291
2023
Q4 		$639K Buy
+16,140
New +$554K 0.07% 290

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kingswood Wealth Advisors's DDM Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of ProShares Ultra Dow30 (DDM) in Q2 2024, closing a stake of 14,250 shares — an estimated $620K sold.

Kingswood Wealth Advisors first reported a position in DDM in Q4 2023 and held it in 2 quarters. The position peaked at $639K in Q4 2023. 44 funds tracked by Wall St. Rank hold DDM as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining ProShares Ultra Dow30 position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,250 ProShares Ultra Dow30 shares in Q2 2024, an estimated $620K.
  • Kingswood Wealth Advisors first reported a position in ProShares Ultra Dow30 in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's ProShares Ultra Dow30 position peaked at $639K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.