SFS
DDM icon

Sowell Financial Services’s ProShares Ultra Dow30 DDM Stock Holding History

Sowell Financial Services’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
2024
Q1 		– Sell
-30,072
Closed -$1.19M – 547
2023
Q4 		$1.19M Buy
+30,072
New +$1.03M 0.06% 297

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 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

Sowell Financial Services's DDM Position: Q1 2024 in Review

Sowell Financial Services sold out of ProShares Ultra Dow30 (DDM) in Q1 2024, closing a stake of 30,072 shares — an estimated $1.19M sold.

Sowell Financial Services first reported a position in DDM in Q4 2023 and held it in 1 quarter. The position peaked at $1.19M in Q4 2023. 47 funds tracked by Wall St. Rank hold DDM as of Q1 2024.

  • Sowell Financial Services reported no remaining ProShares Ultra Dow30 position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 30,072 ProShares Ultra Dow30 shares in Q1 2024, an estimated $1.19M.
  • Sowell Financial Services first reported a position in ProShares Ultra Dow30 in Q4 2023 and held it in 1 quarter.
  • Sowell Financial Services's ProShares Ultra Dow30 position peaked at $1.19M in Q4 2023.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.