SWM
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SHP Wealth Management’s ProShares Ultra Dow30 DDM Stock Holding History

SHP 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
Q1 		$937 Hold
18
– – ﹤0.01% 1469
2025
Q4 		$1.02K Buy
+18
New +$997 ﹤0.01% 1250

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 $929M AUM 53.07% 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 $5.32B AUM 22.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

SHP Wealth Management's DDM Position: Q1 2026 in Review

SHP Wealth Management held its ProShares Ultra Dow30 (DDM) position steady in Q1 2026 at 18 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

SHP Wealth Management first reported a position in DDM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02K in Q4 2025. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2026.

  • SHP Wealth Management held 18 shares of ProShares Ultra Dow30 worth $937 as of Q1 2026.
  • SHP Wealth Management left its ProShares Ultra Dow30 share count unchanged in Q1 2026.
  • ProShares Ultra Dow30 made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1469 holding.
  • SHP Wealth Management first reported a position in ProShares Ultra Dow30 in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ProShares Ultra Dow30 position peaked at $1.02K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.