William Blair & Company

William Blair & Company’s ProShares Ultra Dow30 DDM Stock Holding History

William Blair & Company’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
2023 Q1	–	Sell	-2,700	Closed	-$86.2K	–	1818
2022 Q4	$86.2K	Hold	2,700	–	–	﹤0.01%	1507
2022 Q3	$66K	Hold	2,700	–	–	﹤0.01%	1560
2022 Q2	$76K	Hold	2,700	–	–	﹤0.01%	1578
2022 Q1	$98K	Hold	2,700	–	–	﹤0.01%	1637
2021 Q4	$108K	Buy	+2,700	New	+$103K	﹤0.01%	1682
2020 Q2	–	Sell	-6,000	Closed	-$89K	–	1686
2020 Q1	$89K	Hold	6,000	–	–	﹤0.01%	1328
2019 Q4	$167K	Hold	6,000	–	–	﹤0.01%	1337
2019 Q3	$149K	Hold	6,000	–	–	﹤0.01%	1330
2019 Q2	$146K	Hold	6,000	–	–	﹤0.01%	1373
2019 Q1	$139K	Hold	6,000	–	–	﹤0.01%	1362
2018 Q4	$113K	Buy	+6,000	New	+$131K	﹤0.01%	1301

Other funds holding DDM

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return