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Accel Wealth Management’s ProShares Ultra Energy DIG Stock Holding History

Accel Wealth Management’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-120
Closed -$4.48K – 337
2023
Q1 		$4.48K Hold
120
– – ﹤0.01% 1025
2022
Q4 		$5.1K Sell
120
-55
-31% -$2.37K ﹤0.01% 810
2022
Q3 		$6K Buy
+175
New +$5.87K ﹤0.01% 814

Other funds holding DIG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's DIG Position: Q2 2023 in Review

Accel Wealth Management sold out of ProShares Ultra Energy (DIG) in Q2 2023, closing a stake of 120 shares — an estimated $4.48K sold.

Accel Wealth Management first reported a position in DIG in Q3 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 25 funds tracked by Wall St. Rank hold DIG as of Q2 2023.

  • Accel Wealth Management reported no remaining ProShares Ultra Energy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 120 ProShares Ultra Energy shares in Q2 2023, an estimated $4.48K.
  • Accel Wealth Management first reported a position in ProShares Ultra Energy in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's ProShares Ultra Energy position peaked at $6K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.