Kovitz Investment Group Partners’s ProShares Ultra Energy DIG Stock Holding History

Kovitz Investment Group Partners’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 Q2	–	Sell	-5,000	Closed	-$211K	–	1368
2025 Q1	$211K	Sell	5,000 -2,500	-33%	-$98.6K	﹤0.01%	1167
2024 Q4	$270K	Hold	7,500	–	–	﹤0.01%	1071
2024 Q3	$288K	Buy	+7,500	New	+$301K	﹤0.01%	880

Other funds holding DIG

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

PCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Kovitz Investment Group Partners's DIG Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of ProShares Ultra Energy (DIG) in Q2 2025, closing a stake of 5,000 shares — an estimated $211K sold.

Kovitz Investment Group Partners first reported a position in DIG in Q3 2024 and held it in 3 quarters. The position peaked at $288K in Q3 2024. 18 funds tracked by Wall St. Rank hold DIG as of Q2 2025.

Kovitz Investment Group Partners reported no remaining ProShares Ultra Energy position as of Q2 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,000 ProShares Ultra Energy shares in Q2 2025, an estimated $211K.
Kovitz Investment Group Partners first reported a position in ProShares Ultra Energy in Q3 2024 and held it in 3 quarters.
Kovitz Investment Group Partners's ProShares Ultra Energy position peaked at $288K in Q3 2024.
18 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.