TFA
DIG icon

Toth Financial Advisory’s ProShares Ultra Energy DIG Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-449
Closed -$17.3K – 713
2024
Q3 		$17.3K Hold
449
– – ﹤0.01% 405
2024
Q2 		$19K Hold
449
– – ﹤0.01% 400
2024
Q1 		$20.6K Sell
449
-100
-18% -$3.82K ﹤0.01% 385
2023
Q4 		$20.2K Hold
549
– – ﹤0.01% 391
2023
Q3 		$23.8K Sell
549
-40
-7% -$1.63K ﹤0.01% 351
2023
Q2 		$20.8K Sell
589
-30
-5% -$1.07K ﹤0.01% 385
2023
Q1 		$23.1K Hold
619
– – ﹤0.01% 366
2022
Q4 		$26.3K Sell
619
-529
-46% -$22.8K ﹤0.01% 351
2022
Q3 		$35K Sell
1,148
-140
-11% -$4.69K 0.01% 311
2022
Q2 		$38K Sell
1,288
-480
-27% -$18.2K 0.01% 298
2022
Q1 		$62K Sell
1,768
-1,384
-44% -$40.2K 0.01% 266
2021
Q4 		$60K Hold
3,152
– – 0.01% 279
2021
Q3 		$54K Buy
3,152
+240
+8% +$3.67K 0.01% 301
2021
Q2 		$53K Buy
2,912
+568
+24% +$9.49K 0.01% 279
2021
Q1 		$35K Buy
2,344
+1,280
+120% +$17.1K 0.01% 317
2020
Q4 		$10K Buy
+1,064
New +$8.23K ﹤0.01% 405
2020
Q3 		– Sell
-200
Closed -$2K – 560
2020
Q2 		$2K Buy
+200
New +$1.88K ﹤0.01% 464
2019
Q4 		– Sell
-54
Closed -$2K – 487
2019
Q3 		$2K Hold
54
– – ﹤0.01% 401
2019
Q2 		$2K Hold
54
– – ﹤0.01% 410
2019
Q1 		$2K Hold
54
– – ﹤0.01% 385
2018
Q4 		$2K Hold
54
– – ﹤0.01% 372
2018
Q3 		$3K Hold
54
– – ﹤0.01% 386
2018
Q2 		$3K Hold
54
– – ﹤0.01% 379
2018
Q1 		$2K Hold
54
– – ﹤0.01% 386
2017
Q4 		$3K Buy
+54
New +$2.41K ﹤0.01% 379

Other funds holding DIG

DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Toth Financial Advisory's DIG Position: Q4 2024 in Review

Toth Financial Advisory sold out of ProShares Ultra Energy (DIG) in Q4 2024, closing a stake of 449 shares — an estimated $17.3K sold.

Toth Financial Advisory first reported a position in DIG in Q4 2017 and held it in 25 quarters. The position peaked at $62K in Q1 2022. 24 funds tracked by Wall St. Rank hold DIG as of Q4 2024.

  • Toth Financial Advisory reported no remaining ProShares Ultra Energy position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 449 ProShares Ultra Energy shares in Q4 2024, an estimated $17.3K.
  • Toth Financial Advisory first reported a position in ProShares Ultra Energy in Q4 2017 and held it in 25 quarters.
  • Toth Financial Advisory's ProShares Ultra Energy position peaked at $62K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.