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Schwallier Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

Schwallier 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
Q2 		– Sell
-7,824
Closed -$407K – 70
2026
Q1 		$407K Buy
+7,824
New +$449K 0.3% 36

Other funds holding DDM

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Schwallier Wealth Management's DDM Position: Q2 2026 in Review

Schwallier Wealth Management sold out of ProShares Ultra Dow30 (DDM) in Q2 2026, closing a stake of 7,824 shares — an estimated $407K sold.

Schwallier Wealth Management first reported a position in DDM in Q1 2026 and held it in 1 quarter. The position peaked at $407K in Q1 2026. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

  • Schwallier Wealth Management reported no remaining ProShares Ultra Dow30 position as of Q2 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 7,824 ProShares Ultra Dow30 shares in Q2 2026, an estimated $407K.
  • Schwallier Wealth Management first reported a position in ProShares Ultra Dow30 in Q1 2026 and held it in 1 quarter.
  • Schwallier Wealth Management's ProShares Ultra Dow30 position peaked at $407K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.