MWM
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Meridian Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Meridian Wealth 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
2025
Q4 		– Sell
-4,286
Closed -$230K – 760
2025
Q3 		$230K Buy
4,286
+24
+0.6% +$1.22K 0.01% 640
2025
Q2 		$209K Buy
+4,262
New +$187K 0.01% 638

Other funds holding DDM

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $929M AUM 53.07% 1-Year Est. Return
Susquehanna International Group
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return

Meridian Wealth Management's DDM Position: Q4 2025 in Review

Meridian Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q4 2025, closing a stake of 4,286 shares — an estimated $230K sold.

Meridian Wealth Management first reported a position in DDM in Q2 2025 and held it in 2 quarters. The position peaked at $230K in Q3 2025. 46 funds tracked by Wall St. Rank hold DDM as of Q4 2025.

  • Meridian Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 4,286 ProShares Ultra Dow30 shares in Q4 2025, an estimated $230K.
  • Meridian Wealth Management first reported a position in ProShares Ultra Dow30 in Q2 2025 and held it in 2 quarters.
  • Meridian Wealth Management's ProShares Ultra Dow30 position peaked at $230K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.