SWA
DDM icon

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
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

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 $816M AUM 34.73% 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 $4.69B AUM 20.56% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GS
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