Safe Harbor Fiduciary’s ProShares Ultra Dow30 DDM Stock Holding History

Safe Harbor Fiduciary’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	$268K	Sell	5,150 -509	-9%	-$29.2K	0.26%	51
2025 Q4	$322K	Buy	+5,659	New	+$314K	0.28%	51
2025 Q2	$432K	Sell	8,814 -1,644	-16%	-$72.1K	0.41%	53
2025 Q1	$478K	Buy	10,458 +352	+3%	+$17.2K	0.49%	43
2024 Q4	$482K	Sell	10,106 -2,694	-21%	-$134K	0.49%	40
2024 Q3	$612K	Buy	+12,800	New	+$568K	0.57%	34

Other funds holding DDM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Safe Harbor Fiduciary's DDM Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its ProShares Ultra Dow30 (DDM) stake by 9% in Q1 2026, selling an estimated $29.2K and leaving 5,150 shares worth $268K. The position accounts for 0.26% of the portfolio, ranked #51.

Safe Harbor Fiduciary first reported a position in DDM in Q3 2024 and has held it in 6 quarters since. The position peaked at $612K in Q3 2024. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

Safe Harbor Fiduciary held 5,150 shares of ProShares Ultra Dow30 worth $268K as of Q1 2026.
Safe Harbor Fiduciary sold 509 ProShares Ultra Dow30 shares in Q1 2026, an estimated $29.2K.
ProShares Ultra Dow30 made up 0.26% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #51 holding.
Safe Harbor Fiduciary first reported a position in ProShares Ultra Dow30 in Q3 2024 and has held it in 6 quarters since.
Safe Harbor Fiduciary's ProShares Ultra Dow30 position peaked at $612K in Q3 2024.
47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.