Toth Financial Advisory’s ProShares Ultra Dow30 DDM Stock Holding History

Toth Financial Advisory’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
2020 Q2	–	Sell	-18,000	Closed	-$268K	–	555
2020 Q1	$268K	Buy	18,000 +17,200	+2,150%	+$416K	0.08%	117
2019 Q4	$22K	Buy	+800	New	+$20.8K	﹤0.01%	250
2017 Q4	–	Sell	-64,440	Closed	-$1.16M	–	434
2017 Q3	$1.16M	Hold	64,440	–	–	0.29%	84
2017 Q2	$1.05M	Hold	64,440	–	–	0.27%	83
2017 Q1	$982K	Hold	64,440	–	–	0.26%	87
2016 Q4	$897K	Hold	64,440	–	–	0.26%	88
2016 Q3	$765K	Hold	64,440	–	–	0.22%	94
2016 Q2	$731K	Hold	64,440	–	–	0.22%	92
2016 Q1	$711K	Hold	64,440	–	–	0.23%	80
2015 Q4	$691K	Hold	64,440	–	–	0.23%	75
2015 Q3	$602K	Hold	64,440	–	–	0.22%	76
2015 Q2	$708K	Hold	64,440	–	–	0.24%	78
2015 Q1	$720K	Hold	64,440	–	–	0.24%	78
2014 Q4	$723K	Hold	64,440	–	–	0.25%	74
2014 Q3	$661K	Hold	64,440	–	–	0.25%	73
2014 Q2	$641K	Hold	64,440	–	–	0.24%	76
2014 Q1	$612K	Hold	64,440	–	–	0.25%	78
2013 Q4	$618K	Sell	64,440 -180	-0.3%	-$1.55K	0.26%	69
2013 Q3	$514K	Hold	64,620	–	–	0.24%	75
2013 Q2	$494K	Buy	+64,620	New	+$500K	0.24%	76

Other funds holding DDM

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

BMC

Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Toth Financial Advisory's DDM Position: Q2 2020 in Review

Toth Financial Advisory sold out of ProShares Ultra Dow30 (DDM) in Q2 2020, closing a stake of 18,000 shares — an estimated $268K sold.

Toth Financial Advisory first reported a position in DDM in Q2 2013 and held it in 20 quarters. The position peaked at $1.16M in Q3 2017. 24 funds tracked by Wall St. Rank hold DDM as of Q2 2020.

Toth Financial Advisory reported no remaining ProShares Ultra Dow30 position as of Q2 2020 after selling out during the quarter.
Toth Financial Advisory sold 18,000 ProShares Ultra Dow30 shares in Q2 2020, an estimated $268K.
Toth Financial Advisory first reported a position in ProShares Ultra Dow30 in Q2 2013 and held it in 20 quarters.
Toth Financial Advisory's ProShares Ultra Dow30 position peaked at $1.16M in Q3 2017.
24 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.