Sowell Financial Services’s ProShares Ultra Energy DIG Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-2,200	Closed	-$37K	–	1060
2021 Q1	$37K	Buy	+2,200	New	+$29.4K	﹤0.01%	1780
2020 Q4	–	Sell	-80	Closed	–	–	2718
2020 Q3	$0	Buy	+80	New	+$665	﹤0.01%	2563
2020 Q1	–	Sell	-5	Closed	–	–	2472
2019 Q4	$0	Buy	+5	New	+$147	﹤0.01%	2537

Other funds holding DIG

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

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

OMC

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

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

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Sowell Financial Services's DIG Position: Q2 2021 in Review

Sowell Financial Services sold out of ProShares Ultra Energy (DIG) in Q2 2021, closing a stake of 2,200 shares — an estimated $37K sold.

Sowell Financial Services first reported a position in DIG in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q1 2021. 31 funds tracked by Wall St. Rank hold DIG as of Q2 2021.

Sowell Financial Services reported no remaining ProShares Ultra Energy position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,200 ProShares Ultra Energy shares in Q2 2021, an estimated $37K.
Sowell Financial Services first reported a position in ProShares Ultra Energy in Q4 2019 and held it in 3 quarters.
Sowell Financial Services's ProShares Ultra Energy position peaked at $37K in Q1 2021.
31 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.