LPL Financial
DDM icon

LPL Financial’s ProShares Ultra Dow30 DDM Stock Holding History

LPL Financial’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 		$286K Buy
+4,364
New +$262K ﹤0.01% 5491
2018
Q4 		– Sell
-8,244
Closed -$204K – 3113
2018
Q3 		$204K Sell
8,244
-1,482
-15% -$34.4K ﹤0.01% 2978
2018
Q2 		$203K Buy
+9,726
New +$208K ﹤0.01% 2972
2017
Q2 		– Sell
-18,462
Closed -$281K – 2841
2017
Q1 		$281K Sell
18,462
-4,482
-20% -$66.6K ﹤0.01% 2245
2016
Q4 		$322K Buy
+22,944
New +$291K ﹤0.01% 2115
2016
Q3 		– Sell
-26,394
Closed -$299K – 2660
2016
Q2 		$299K Sell
26,394
-88,518
-77% -$988K ﹤0.01% 2079
2016
Q1 		$1.25M Sell
114,912
-31,440
-21% -$308K ﹤0.01% 1509
2015
Q4 		$1.52M Buy
146,352
+50,364
+52% +$544K ﹤0.01% 1353
2015
Q3 		$951K Sell
95,988
-19,668
-17% -$204K 0.01% 1277
2015
Q2 		$1.28M Sell
115,656
-8,088
-7% -$92.9K 0.01% 1182
2015
Q1 		$1.37M Sell
123,744
-3,324
-3% -$37.3K 0.01% 1134
2014
Q4 		$1.43M Buy
127,068
+25,380
+25% +$270K 0.01% 1082
2014
Q3 		$1.01M Sell
101,688
-9,084
-8% -$92.1K 0.01% 1259
2014
Q2 		$1.1M Buy
110,772
+564
+0.5% +$5.46K 0.01% 1250
2014
Q1 		$1.05M Sell
110,208
-9,480
-8% -$86.9K 0.01% 1233
2013
Q4 		$1.15M Sell
119,688
-2,316
-2% -$20K 0.01% 1154
2013
Q3 		$994K Sell
122,004
-18,000
-13% -$146K 0.01% 1187
2013
Q2 		$1.07M Buy
+140,004
New +$1.08M 0.01% 1085

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
CCWM
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
GS
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

LPL Financial's DDM Position: Q2 2026 in Review

LPL Financial opened a new position in ProShares Ultra Dow30 (DDM) in Q2 2026: 4,364 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #5491 among its holdings. This is a return to the name: LPL Financial previously reported a position in DDM as recently as Q3 2018.

LPL Financial first reported a position in DDM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2015. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

  • LPL Financial held 4,364 shares of ProShares Ultra Dow30 worth $286K as of Q2 2026.
  • ProShares Ultra Dow30 was a new LPL Financial position in Q2 2026.
  • ProShares Ultra Dow30 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5491 holding.
  • LPL Financial first reported a position in ProShares Ultra Dow30 in Q2 2013 and has held it in 18 quarters since.
  • LPL Financial's ProShares Ultra Dow30 position peaked at $1.52M in Q4 2015.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.