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Arax Advisory Partners’s ProShares Ultra Gold UGL Stock Holding History

Arax Advisory Partners’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-240
Closed -$3.16K – 1432
2023
Q3 		$3.16K Buy
+240
New +$3.48K ﹤0.01% 954

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CCWM
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Arax Advisory Partners's UGL Position: Q4 2023 in Review

Arax Advisory Partners sold out of ProShares Ultra Gold (UGL) in Q4 2023, closing a stake of 240 shares — an estimated $3.16K sold.

Arax Advisory Partners first reported a position in UGL in Q3 2023 and held it in 1 quarter. The position peaked at $3.16K in Q3 2023. 23 funds tracked by Wall St. Rank hold UGL as of Q4 2023.

  • Arax Advisory Partners reported no remaining ProShares Ultra Gold position as of Q4 2023 after selling out during the quarter.
  • Arax Advisory Partners sold 240 ProShares Ultra Gold shares in Q4 2023, an estimated $3.16K.
  • Arax Advisory Partners first reported a position in ProShares Ultra Gold in Q3 2023 and held it in 1 quarter.
  • Arax Advisory Partners's ProShares Ultra Gold position peaked at $3.16K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q4 2023.

Based on Arax Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.