Regal Investment Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

Regal Investment 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
2021 Q4	–	Sell	-12,998	Closed	-$451K	–	541
2021 Q3	$451K	Hold	12,998	–	–	0.04%	345
2021 Q2	$468K	Buy	+12,998	New	+$458K	0.05%	343
2021 Q1	–	Sell	-13,166	Closed	-$372K	–	102
2020 Q4	$372K	Buy	+13,166	New	+$338K	0.04%	324
2020 Q3	–	Sell	-13,320	Closed	-$268K	–	40
2020 Q2	$268K	Buy	+13,320	New	+$247K	0.05%	261
2013 Q3	–	Sell	-567,312	Closed	-$4.35M	–	884
2013 Q2	$4.35M	Buy	+567,312	New	+$4.39M	2.4%	3

Other funds holding DDM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Regal Investment Advisors's DDM Position: Q4 2021 in Review

Regal Investment Advisors sold out of ProShares Ultra Dow30 (DDM) in Q4 2021, closing a stake of 12,998 shares — an estimated $451K sold.

Regal Investment Advisors first reported a position in DDM in Q2 2013 and held it in 5 quarters. The position peaked at $4.35M in Q2 2013. 37 funds tracked by Wall St. Rank hold DDM as of Q4 2021.

Regal Investment Advisors reported no remaining ProShares Ultra Dow30 position as of Q4 2021 after selling out during the quarter.
Regal Investment Advisors sold 12,998 ProShares Ultra Dow30 shares in Q4 2021, an estimated $451K.
Regal Investment Advisors first reported a position in ProShares Ultra Dow30 in Q2 2013 and held it in 5 quarters.
Regal Investment Advisors's ProShares Ultra Dow30 position peaked at $4.35M in Q2 2013.
37 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.