Personal Capital Advisors’s ProShares Ultra Energy DIG Stock Holding History

Personal Capital 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
2022 Q4	$383K	Buy	+9,000	New	+$387K	﹤0.01%	343

Other funds holding DIG

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Personal Capital Advisors's DIG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in ProShares Ultra Energy (DIG) in Q4 2022: 9,000 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings.

32 funds tracked by Wall St. Rank hold DIG as of Q4 2022.

Personal Capital Advisors held 9,000 shares of ProShares Ultra Energy worth $383K as of Q4 2022.
ProShares Ultra Energy was a new Personal Capital Advisors position in Q4 2022.
ProShares Ultra Energy made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #343 holding.
32 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.