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VitalStone Financial’s ProShares Ultra Energy DIG Stock Holding History

VitalStone Financial’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
Q3 		$147K Buy
3,835
+1,354
+55% +$54.3K 0.1% 116
2024
Q2 		$105K Buy
+2,481
New +$110K 0.08% 140

Other funds holding DIG

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Fairfield Financial Advisors Wellesley, Massachusetts $290M AUM 15.81% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

VitalStone Financial's DIG Position: Q3 2024 in Review

VitalStone Financial increased its ProShares Ultra Energy (DIG) stake by 55% in Q3 2024, buying an estimated $54.3K and bringing the position to 3,835 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #116.

VitalStone Financial first reported a position in DIG in Q2 2024 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DIG as of Q3 2024.

  • VitalStone Financial held 3,835 shares of ProShares Ultra Energy worth $147K as of Q3 2024.
  • VitalStone Financial bought 1,354 ProShares Ultra Energy shares in Q3 2024, an estimated $54.3K.
  • ProShares Ultra Energy made up 0.1% of VitalStone Financial's portfolio in Q3 2024, its #116 holding.
  • VitalStone Financial first reported a position in ProShares Ultra Energy in Q2 2024 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.