MWM
DIG icon

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

Meridian 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
2024
Q1 		– Sell
-20,555
Closed -$826K – 271
2023
Q4 		$826K Hold
20,555
– – 0.05% 291
2023
Q3 		$892K Hold
20,555
– – 0.05% 258
2023
Q2 		$727K Sell
20,555
-119
-0.6% -$4.25K 0.06% 251
2023
Q1 		$772K Hold
20,674
– – 0.07% 247
2022
Q4 		$879K Hold
20,674
– – 0.09% 216
2022
Q3 		$632K Hold
20,674
– – 0.07% 244
2022
Q2 		$614K Buy
+20,674
New +$782K 0.05% 311

Other funds holding DIG

HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Meridian Wealth Management's DIG Position: Q1 2024 in Review

Meridian Wealth Management sold out of ProShares Ultra Energy (DIG) in Q1 2024, closing a stake of 20,555 shares — an estimated $826K sold.

Meridian Wealth Management first reported a position in DIG in Q2 2022 and held it in 7 quarters. The position peaked at $892K in Q3 2023. 19 funds tracked by Wall St. Rank hold DIG as of Q1 2024.

  • Meridian Wealth Management reported no remaining ProShares Ultra Energy position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 20,555 ProShares Ultra Energy shares in Q1 2024, an estimated $826K.
  • Meridian Wealth Management first reported a position in ProShares Ultra Energy in Q2 2022 and held it in 7 quarters.
  • Meridian Wealth Management's ProShares Ultra Energy position peaked at $892K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.