GA
DIG icon

GoalVest Advisory’s ProShares Ultra Energy DIG Stock Holding History

GoalVest Advisory’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
-879
Closed -$31.7K – 512
2024
Q4 		$31.7K Hold
879
– – 0.01% 214
2024
Q3 		$33.8K Hold
879
– – 0.01% 221
2024
Q2 		$37.1K Hold
879
– – 0.01% 193
2024
Q1 		$40.3K Hold
879
– – 0.01% 207
2023
Q4 		$32.3K Hold
879
– – 0.01% 175
2023
Q3 		$38.2K Hold
879
– – 0.02% 160
2023
Q2 		$31.1K Hold
879
– – 0.02% 168
2023
Q1 		$32.8K Buy
+879
New +$35.2K 0.02% 135

Other funds holding DIG

HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Citadel Advisors
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
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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
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