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Benson Wealth Management’s ProShares Ultra Gold UGL Stock Holding History

Benson Wealth Management’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
2026
Q1 		– Sell
-205
Closed -$11.4K – 381
2025
Q4 		$11.4K Buy
+205
New +$10.7K 0.01% 147

Other funds holding UGL

TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Benson Wealth Management's UGL Position: Q1 2026 in Review

Benson Wealth Management sold out of ProShares Ultra Gold (UGL) in Q1 2026, closing a stake of 205 shares — an estimated $11.4K sold.

Benson Wealth Management first reported a position in UGL in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Benson Wealth Management reported no remaining ProShares Ultra Gold position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 205 ProShares Ultra Gold shares in Q1 2026, an estimated $11.4K.
  • Benson Wealth Management first reported a position in ProShares Ultra Gold in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's ProShares Ultra Gold position peaked at $11.4K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.