Modern Wealth Management
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 $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $1.28T AUM 58.89% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $1.03B AUM 35.79% 1-Year Est. Return

Modern Wealth Management's DDM Position: Q1 2026 in Review

Modern Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q1 2026, closing a stake of 8,316 shares — an estimated $473K sold.

Modern Wealth Management first reported a position in DDM in Q2 2025 and held it in 3 quarters. The position peaked at $473K in Q4 2025. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

  • Modern Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 8,316 ProShares Ultra Dow30 shares in Q1 2026, an estimated $473K.
  • Modern Wealth Management first reported a position in ProShares Ultra Dow30 in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's ProShares Ultra Dow30 position peaked at $473K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.