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Plotkin Financial Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

Plotkin Financial Advisors’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 		$746K Sell
14,324
-178
-1% -$10.2K 0.37% 47
2025
Q4 		$825K Sell
14,502
-52
-0.4% -$2.88K 0.4% 46
2025
Q3 		$781K Sell
14,554
-312
-2% -$15.9K 0.39% 43
2025
Q2 		$729K Sell
14,866
-156
-1% -$6.84K 0.4% 42
2025
Q1 		$687K Sell
15,022
-128
-0.8% -$6.26K 0.42% 41
2024
Q4 		$722K Sell
15,150
-3,128
-17% -$155K 0.43% 39
2024
Q3 		$874K Sell
18,278
-5,938
-25% -$264K 0.52% 36
2024
Q2 		$1M Sell
24,216
-1,428
-6% -$58.8K 0.65% 35
2024
Q1 		$1.12M Sell
25,644
-62,246
-71% -$2.56M 0.74% 31
2023
Q4 		$3.48M Sell
87,890
-4,352
-5% -$149K 2.65% 12
2023
Q3 		$2.93M Sell
92,242
-408
-0.4% -$13.9K 2.58% 13
2023
Q2 		$3.12M Sell
92,650
-3,546
-4% -$115K 2.6% 13
2023
Q1 		$3.07M Hold
96,196
– – 2.85% 12
2022
Q4 		$3.07M Sell
96,196
-7,206
-7% -$224K 3.12% 11
2022
Q3 		$2.52M Sell
103,402
-2,498
-2% -$75.2K 2.55% 15
2022
Q2 		$3M Sell
105,900
-6,172
-6% -$199K 2.85% 13
2022
Q1 		$4.07M Sell
112,072
-444
-0.4% -$16.2K 2.84% 14
2021
Q4 		$4.5M Sell
112,516
-1,020
-0.9% -$39K 2.84% 14
2021
Q3 		$3.94M Sell
113,536
-8,356
-7% -$309K 2.34% 15
2021
Q2 		$4.39M Buy
+121,892
New +$4.29M 2.43% 15

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

Plotkin Financial Advisors's DDM Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its ProShares Ultra Dow30 (DDM) stake by 1.2% in Q1 2026, selling an estimated $10.2K and leaving 14,324 shares worth $746K. The position accounts for 0.37% of the portfolio, ranked #47.

Plotkin Financial Advisors first reported a position in DDM in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.5M in Q4 2021. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

  • Plotkin Financial Advisors held 14,324 shares of ProShares Ultra Dow30 worth $746K as of Q1 2026.
  • Plotkin Financial Advisors sold 178 ProShares Ultra Dow30 shares in Q1 2026, an estimated $10.2K.
  • ProShares Ultra Dow30 made up 0.37% of Plotkin Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Plotkin Financial Advisors first reported a position in ProShares Ultra Dow30 in Q2 2021 and has held it in 20 quarters since.
  • Plotkin Financial Advisors's ProShares Ultra Dow30 position peaked at $4.5M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.