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

MinichMacGregor 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
2018
Q2 		– Sell
-6,762
Closed -$140K – 536
2018
Q1 		$140K Buy
6,762
+2,646
+64% +$59.8K 0.11% 53
2017
Q4 		$90K Buy
+4,116
New +$83.1K 0.07% 69

Other funds holding DDM

PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 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
EP
Edgestream Partners Princeton, New Jersey $3.05B AUM 12.73% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's DDM Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q2 2018, closing a stake of 6,762 shares — an estimated $140K sold.

MinichMacGregor Wealth Management first reported a position in DDM in Q4 2017 and held it in 2 quarters. The position peaked at $140K in Q1 2018. 21 funds tracked by Wall St. Rank hold DDM as of Q2 2018.

  • MinichMacGregor Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q2 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6,762 ProShares Ultra Dow30 shares in Q2 2018, an estimated $140K.
  • MinichMacGregor Wealth Management first reported a position in ProShares Ultra Dow30 in Q4 2017 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's ProShares Ultra Dow30 position peaked at $140K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.