Aspect Partners’s ProShares Ultra Gold UGL Stock Holding History

Aspect 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
2024 Q4	–	Sell	-292	Closed	-$7K	–	618
2024 Q3	$7K	Buy	+292	New	+$6.29K	﹤0.01%	311

Other funds holding UGL

CUAMC

China Universal Asset Management Company Shanghai, China $1.32B AUM 51.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspect Partners's UGL Position: Q4 2024 in Review

Aspect Partners sold out of ProShares Ultra Gold (UGL) in Q4 2024, closing a stake of 292 shares — an estimated $7K sold.

Aspect Partners first reported a position in UGL in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 34 funds tracked by Wall St. Rank hold UGL as of Q4 2024.

Aspect Partners reported no remaining ProShares Ultra Gold position as of Q4 2024 after selling out during the quarter.
Aspect Partners sold 292 ProShares Ultra Gold shares in Q4 2024, an estimated $7K.
Aspect Partners first reported a position in ProShares Ultra Gold in Q3 2024 and held it in 1 quarter.
Aspect Partners's ProShares Ultra Gold position peaked at $7K in Q3 2024.
34 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q4 2024.

Based on Aspect Partners's 13F filing for Q4 2024, filed 3 Feb 2025.