Coppell Advisory Solutions’s ProShares Ultra Energy DIG Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-192	Closed	-$6.73K	–	709
2024 Q4	$6.73K	Hold	192	–	–	﹤0.01%	1244
2024 Q3	$7.28K	Hold	192	–	–	﹤0.01%	1166
2024 Q2	$8.1K	Buy	+192	New	+$8.5K	﹤0.01%	1080
2023 Q4	$7.05K	Sell	192 -208	-52%	-$7.98K	﹤0.01%	1024
2023 Q3	$17K	Buy	400 +208	+108%	+$8.47K	0.01%	519
2023 Q2	$6.72K	Buy	+192	New	+$6.85K	﹤0.01%	784
2023 Q1	–	Sell	-400	Closed	-$17K	–	424
2022 Q4	$17K	Buy	+400	New	+$17.2K	0.01%	524

Other funds holding DIG

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

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

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

Coppell Advisory Solutions's DIG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ProShares Ultra Energy (DIG) in Q1 2025, closing a stake of 192 shares — an estimated $6.73K sold.

Coppell Advisory Solutions first reported a position in DIG in Q4 2022 and held it in 7 quarters. The position peaked at $17K in Q3 2023. 22 funds tracked by Wall St. Rank hold DIG as of Q1 2025.

Coppell Advisory Solutions reported no remaining ProShares Ultra Energy position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 192 ProShares Ultra Energy shares in Q1 2025, an estimated $6.73K.
Coppell Advisory Solutions first reported a position in ProShares Ultra Energy in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's ProShares Ultra Energy position peaked at $17K in Q3 2023.
22 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.