SOA Wealth Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

SOA Wealth 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
2026 Q2	$267K	Hold	4,072	–	–	0.04%	179
2026 Q1	$212K	Hold	4,072	–	–	0.04%	190
2025 Q4	$232K	Hold	4,072	–	–	0.04%	188
2025 Q3	$218K	Hold	4,072	–	–	0.04%	196
2025 Q2	$200K	Sell	4,072 -668	-14%	-$29.3K	0.04%	196
2025 Q1	$217K	Hold	4,740	–	–	0.05%	179
2024 Q4	$226K	Hold	4,740	–	–	0.04%	170
2024 Q3	$227K	Hold	4,740	–	–	0.04%	173
2024 Q2	$197K	Hold	4,740	–	–	0.04%	186
2024 Q1	$206K	Hold	4,740	–	–	0.04%	180
2023 Q4	$188K	Hold	4,740	–	–	0.04%	184
2023 Q3	$150K	Hold	4,740	–	–	0.04%	193
2023 Q2	$160K	Hold	4,740	–	–	0.04%	186
2023 Q1	$151K	Hold	4,740	–	–	0.04%	186
2022 Q4	$151K	Hold	4,740	–	–	0.04%	181
2022 Q3	$115K	Hold	4,740	–	–	0.03%	191
2022 Q2	$134K	Hold	4,740	–	–	0.04%	178
2022 Q1	$172K	Hold	4,740	–	–	0.04%	181
2021 Q4	$190K	Hold	4,740	–	–	0.05%	162
2021 Q3	$164K	Hold	4,740	–	–	0.04%	170
2021 Q2	$170K	Hold	4,740	–	–	0.04%	166
2021 Q1	$156K	Hold	4,740	–	–	0.04%	158
2020 Q4	$141K	Buy	+4,740	New	+$122K	0.04%	160

Other funds holding DDM

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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 Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SOA Wealth Advisors's DDM Position: Q2 2026 in Review

SOA Wealth Advisors held its ProShares Ultra Dow30 (DDM) position steady in Q2 2026 at 4,072 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #179.

SOA Wealth Advisors first reported a position in DDM in Q4 2020 and has held it in 23 quarters since. 50 funds tracked by Wall St. Rank hold DDM as of Q2 2026.

SOA Wealth Advisors held 4,072 shares of ProShares Ultra Dow30 worth $267K as of Q2 2026.
SOA Wealth Advisors left its ProShares Ultra Dow30 share count unchanged in Q2 2026.
ProShares Ultra Dow30 made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #179 holding.
SOA Wealth Advisors first reported a position in ProShares Ultra Dow30 in Q4 2020 and has held it in 23 quarters since.
50 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.