WOSD
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WFA of San Diego’s ProShares Ultra Dow30 DDM Stock Holding History

WFA of San Diego’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
Q3 		$7.93K Hold
166
– – 0.01% 298
2024
Q2 		$6.89K Buy
+166
New +$6.83K 0.01% 303
2023
Q3 		$5.9K Hold
186
– – 0.01% 301
2023
Q2 		$6.27K Buy
+186
New +$6.04K 0.01% 296
2023
Q1 		– Sell
-186
Closed -$5.94K – 135
2022
Q4 		$5.94K Buy
+186
New +$5.77K ﹤0.01% 392

Other funds holding DDM

GG
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

WFA of San Diego's DDM Position: Q3 2024 in Review

WFA of San Diego held its ProShares Ultra Dow30 (DDM) position steady in Q3 2024 at 166 shares worth $7.93K. The position accounts for 0.01% of the portfolio, ranked #298.

WFA of San Diego first reported a position in DDM in Q4 2022 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold DDM as of Q3 2024.

  • WFA of San Diego held 166 shares of ProShares Ultra Dow30 worth $7.93K as of Q3 2024.
  • WFA of San Diego left its ProShares Ultra Dow30 share count unchanged in Q3 2024.
  • ProShares Ultra Dow30 made up 0.01% of WFA of San Diego's portfolio in Q3 2024, its #298 holding.
  • WFA of San Diego first reported a position in ProShares Ultra Dow30 in Q4 2022 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.