WealthPlan Investment Management’s ProShares UltraShort SmallCap600 SDD Stock Holding History

WealthPlan Investment Management’s Portfolio SDD Stock Details SDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	20,467	–	–	0.01%	469
2026 Q1	$236K	Hold	20,467	–	–	0.01%	427
2025 Q4	$256K	Buy	20,467 +10,000	+96%	+$129K	0.02%	332
2025 Q3	$137K	Hold	10,467	–	–	0.01%	331
2025 Q2	$164K	Buy	+10,467	New	+$189K	0.01%	337

WealthPlan Investment Management's SDD Position: Q2 2026 in Review

WealthPlan Investment Management held its ProShares UltraShort SmallCap600 (SDD) position steady in Q2 2026 at 20,467 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #469.

WealthPlan Investment Management first reported a position in SDD in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 1 fund tracked by Wall St. Rank holds SDD as of Q2 2026.

WealthPlan Investment Management held 20,467 shares of ProShares UltraShort SmallCap600 worth $164K as of Q2 2026.
WealthPlan Investment Management left its ProShares UltraShort SmallCap600 share count unchanged in Q2 2026.
ProShares UltraShort SmallCap600 made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #469 holding.
WealthPlan Investment Management first reported a position in ProShares UltraShort SmallCap600 in Q2 2025 and has held it in 5 quarters since.
WealthPlan Investment Management's ProShares UltraShort SmallCap600 position peaked at $256K in Q4 2025.
1 fund tracked by Wall St. Rank held ProShares UltraShort SmallCap600 as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.