MWM
DDM icon

Modern Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Modern 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
2026
Q1 		– Sell
-8,316
Closed -$473K – 899
2025
Q4 		$473K Buy
8,316
+50
+0.6% +$2.77K 0.01% 549
2025
Q3 		$443K Sell
8,266
-102
-1% -$5.19K 0.01% 539
2025
Q2 		$410K Buy
+8,368
New +$367K 0.01% 530

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 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 $816M AUM 34.73% 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 $1.6B AUM 20.7% 1-Year Est. Return
GS
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