SteelPeak Wealth
DDM icon

SteelPeak Wealth’s ProShares Ultra Dow30 DDM Stock Holding History

SteelPeak Wealth’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
2023
Q4 		– Sell
-8,200
Closed -$260K – 460
2023
Q3 		$260K Buy
+8,200
New +$280K 0.02% 353

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 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 $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SteelPeak Wealth's DDM Position: Q4 2023 in Review

SteelPeak Wealth sold out of ProShares Ultra Dow30 (DDM) in Q4 2023, closing a stake of 8,200 shares — an estimated $260K sold.

SteelPeak Wealth first reported a position in DDM in Q3 2023 and held it in 1 quarter. The position peaked at $260K in Q3 2023. 46 funds tracked by Wall St. Rank hold DDM as of Q4 2023.

  • SteelPeak Wealth reported no remaining ProShares Ultra Dow30 position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 8,200 ProShares Ultra Dow30 shares in Q4 2023, an estimated $260K.
  • SteelPeak Wealth first reported a position in ProShares Ultra Dow30 in Q3 2023 and held it in 1 quarter.
  • SteelPeak Wealth's ProShares Ultra Dow30 position peaked at $260K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.