WA
DDM icon

WFG Advisors’s ProShares Ultra Dow30 DDM Stock Holding History

WFG Advisors’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
2015
Q4 		– Sell
-2,640
Closed -$25K – 1584
2015
Q3 		$25K Hold
2,640
– – 0.01% 826
2015
Q2 		$29K Sell
2,640
-6,600
-71% -$75.8K 0.01% 876
2015
Q1 		$103K Sell
9,240
-31,560
-77% -$354K 0.03% 526
2014
Q4 		$458K Buy
+40,800
New +$434K 0.09% 238

Other funds holding DDM

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

WFG Advisors's DDM Position: Q4 2015 in Review

WFG Advisors sold out of ProShares Ultra Dow30 (DDM) in Q4 2015, closing a stake of 2,640 shares — an estimated $25K sold.

WFG Advisors first reported a position in DDM in Q4 2014 and held it in 4 quarters. The position peaked at $458K in Q4 2014. 26 funds tracked by Wall St. Rank hold DDM as of Q4 2015.

  • WFG Advisors reported no remaining ProShares Ultra Dow30 position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 2,640 ProShares Ultra Dow30 shares in Q4 2015, an estimated $25K.
  • WFG Advisors first reported a position in ProShares Ultra Dow30 in Q4 2014 and held it in 4 quarters.
  • WFG Advisors's ProShares Ultra Dow30 position peaked at $458K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.