IFP Advisors’s ProShares Ultra Energy DIG Stock Holding History

IFP Advisors’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
2024 Q4	–	Sell	-300	Closed	-$11.5K	–	4607
2024 Q3	$11.5K	Buy	+300	New	+$12K	﹤0.01%	2365
2022 Q4	–	Sell	-3,942	Closed	-$228K	–	4653
2022 Q3	$228K	Hold	3,942	–	–	0.01%	1334
2022 Q2	$228K	Sell	3,942 -11,826	-75%	-$447K	0.01%	1209
2022 Q1	$228K	Buy	+15,768	New	+$458K	0.01%	1209
2018 Q3	–	Sell	-240	Closed	-$13K	–	3862
2018 Q2	$13K	Buy	+240	New	+$12.4K	﹤0.01%	2728

Other funds holding DIG

DQRIM

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

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

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

IFP Advisors's DIG Position: Q4 2024 in Review

IFP Advisors sold out of ProShares Ultra Energy (DIG) in Q4 2024, closing a stake of 300 shares — an estimated $11.5K sold.

IFP Advisors first reported a position in DIG in Q2 2018 and held it in 5 quarters. The position peaked at $228K in Q3 2022. 24 funds tracked by Wall St. Rank hold DIG as of Q4 2024.

IFP Advisors reported no remaining ProShares Ultra Energy position as of Q4 2024 after selling out during the quarter.
IFP Advisors sold 300 ProShares Ultra Energy shares in Q4 2024, an estimated $11.5K.
IFP Advisors first reported a position in ProShares Ultra Energy in Q2 2018 and held it in 5 quarters.
IFP Advisors's ProShares Ultra Energy position peaked at $228K in Q3 2022.
24 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.