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

Reilly 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
2021 Q4	$48K	Hold	1,200	–	–	﹤0.01%	408
2021 Q3	$42K	Hold	1,200	–	–	﹤0.01%	401
2021 Q2	$43K	Hold	1,200	–	–	﹤0.01%	398
2021 Q1	$40K	Hold	1,200	–	–	﹤0.01%	403
2020 Q4	$34K	Hold	1,200	–	–	﹤0.01%	390
2020 Q3	$28K	Hold	1,200	–	–	﹤0.01%	388
2020 Q2	$24K	Hold	1,200	–	–	﹤0.01%	416
2020 Q1	$18K	Hold	1,200	–	–	﹤0.01%	443
2019 Q4	$33K	Hold	1,200	–	–	﹤0.01%	405
2019 Q3	$30K	Hold	1,200	–	–	﹤0.01%	427
2019 Q2	$29K	Hold	1,200	–	–	﹤0.01%	457
2019 Q1	$28K	Hold	1,200	–	–	﹤0.01%	450
2018 Q4	$23K	Hold	1,200	–	–	﹤0.01%	454
2018 Q3	$30K	Hold	1,200	–	–	﹤0.01%	463
2018 Q2	$25K	Hold	1,200	–	–	﹤0.01%	443
2018 Q1	$25K	Hold	1,200	–	–	﹤0.01%	426
2017 Q4	$26K	Sell	1,200 -1,200	-50%	-$24.2K	﹤0.01%	443
2017 Q3	$43K	Hold	2,400	–	–	0.01%	336
2017 Q2	$39K	Hold	2,400	–	–	0.01%	350
2017 Q1	$37K	Hold	2,400	–	–	0.01%	344
2016 Q4	$33K	Hold	2,400	–	–	0.01%	344
2016 Q3	$28K	Hold	2,400	–	–	0.01%	345
2016 Q2	$27K	Hold	2,400	–	–	0.01%	339
2016 Q1	$26K	Hold	2,400	–	–	﹤0.01%	516
2015 Q4	$26K	Hold	2,400	–	–	﹤0.01%	521
2015 Q3	$22K	Hold	2,400	–	–	﹤0.01%	577
2015 Q2	$26K	Hold	2,400	–	–	﹤0.01%	595
2015 Q1	$27K	Buy	+2,400	New	+$26.9K	﹤0.01%	576

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 $1.57B AUM 20.25% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 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

Reilly Financial Advisors's DDM Position: Q4 2021 in Review

Reilly Financial Advisors held its ProShares Ultra Dow30 (DDM) position steady in Q4 2021 at 1,200 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Reilly Financial Advisors first reported a position in DDM in Q1 2015 and has held it in 28 quarters since. 37 funds tracked by Wall St. Rank hold DDM as of Q4 2021.

Reilly Financial Advisors held 1,200 shares of ProShares Ultra Dow30 worth $48K as of Q4 2021.
Reilly Financial Advisors left its ProShares Ultra Dow30 share count unchanged in Q4 2021.
ProShares Ultra Dow30 made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #408 holding.
Reilly Financial Advisors first reported a position in ProShares Ultra Dow30 in Q1 2015 and has held it in 28 quarters since.
37 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.