DDM — PROSHARES ULTRA DOW30

Ownership history in Plotkin Financial Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in PROSHARES ULTRA DOW30 (DDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2024 Q4)
Avg. % of fund
0.41%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,502 +7,225 +99.3% 0.40% $825K $56.86
2025 Q3 REDUCED 7,277 -156 -2.1% 0.39% $781K $53.51
2025 Q2 REDUCED 7,433 -78 -1.0% 0.40% $729K $48.76
2025 Q1 REDUCED 7,511 -64 -0.8% 0.42% $687K $45.39
2024 Q4 INITIATED 7,575 — — 0.43% $722K $47.15
% of Fund (quarterly)    DDM price (monthly, adj. close)

Other funds also holding DDM

As of 2025 Q4 — sorted by position size

GenWealth Group, Inc. 3Y 7Y 1.64% CPR Investments Inc. 3Y 0.59% Capital Investment Counsel, Inc 3Y 7Y 0.44% Beaton Management Co. Inc. 3Y 7Y 0.42% CONSULTIVA WEALTH MANAGEMENT, CORP. 3Y 0.37% Castleview Partners, LLC 3Y 7Y 0.29% Safe Harbor Fiduciary, LLC 0.28% Keener Financial Planning LLC 0.14% Harvest Investment Services, LLC 3Y 7Y 0.11% Discipline Wealth Solutions, LLC 0.11%
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