Plante Moran Financial Advisors’s ProShares Ultra Energy DIG Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-1,248	Closed	-$24K	–	845
2021 Q4	$24K	Hold	1,248	–	–	﹤0.01%	509
2021 Q3	$21K	Hold	1,248	–	–	﹤0.01%	548
2021 Q2	$23K	Sell	1,248 -3,392	-73%	-$56.7K	0.01%	533
2021 Q1	$69K	Hold	4,640	–	–	0.02%	298
2020 Q4	$42K	Hold	4,640	–	–	0.01%	388
2020 Q3	$28K	Buy	4,640 +1,248	+37%	+$10.4K	0.01%	424
2020 Q2	$32K	Buy	+3,392	New	+$31.8K	0.01%	351

Other funds holding DIG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Plante Moran Financial Advisors's DIG Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of ProShares Ultra Energy (DIG) in Q1 2022, closing a stake of 1,248 shares — an estimated $24K sold.

Plante Moran Financial Advisors first reported a position in DIG in Q2 2020 and held it in 7 quarters. The position peaked at $69K in Q1 2021. 32 funds tracked by Wall St. Rank hold DIG as of Q1 2022.

Plante Moran Financial Advisors reported no remaining ProShares Ultra Energy position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,248 ProShares Ultra Energy shares in Q1 2022, an estimated $24K.
Plante Moran Financial Advisors first reported a position in ProShares Ultra Energy in Q2 2020 and held it in 7 quarters.
Plante Moran Financial Advisors's ProShares Ultra Energy position peaked at $69K in Q1 2021.
32 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.