Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Dow30 DDM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2021 Q3	–	Sell	-9,800	Closed	-$353K	–	512
2021 Q2	$353K	Buy	+9,800	New	+$345K	0.01%	361
2020 Q3	–	Sell	-11,158	Closed	-$225K	–	393
2020 Q2	$225K	Buy	+11,158	New	+$207K	0.01%	356
2019 Q4	–	Sell	-12,370	Closed	-$307K	–	427
2019 Q3	$307K	Buy	+12,370	New	+$302K	0.02%	312
2019 Q2	–	Sell	-33,424	Closed	-$775K	–	419
2019 Q1	$775K	Buy	+33,424	New	+$732K	0.05%	188
2017 Q2	–	Sell	-18,210	Closed	-$277K	–	336
2017 Q1	$277K	Buy	+18,210	New	+$271K	0.02%	255
2016 Q4	–	Sell	-69,780	Closed	-$828K	–	312
2016 Q3	$828K	Buy	+69,780	New	+$835K	0.08%	133
2014 Q4	–	Sell	-113,280	Closed	-$1.16M	–	313
2014 Q3	$1.16M	Buy	+113,280	New	+$1.15M	0.13%	109

Other funds holding DDM

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

CICI

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wilbanks Smith & Thomas Asset Management's DDM Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of ProShares Ultra Dow30 (DDM) in Q3 2021, closing a stake of 9,800 shares — an estimated $353K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DDM in Q3 2014 and held it in 7 quarters. The position peaked at $1.16M in Q3 2014. 34 funds tracked by Wall St. Rank hold DDM as of Q3 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Ultra Dow30 position as of Q3 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 9,800 ProShares Ultra Dow30 shares in Q3 2021, an estimated $353K.
Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Ultra Dow30 in Q3 2014 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's ProShares Ultra Dow30 position peaked at $1.16M in Q3 2014.
34 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.