Cerity Partners
UGL icon

Cerity Partners’s ProShares Ultra Gold UGL Stock Holding History

Cerity 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
2026
Q1 		$380K Buy
+6,182
New +$425K ﹤0.01% 2452
2025
Q4 		– Sell
-6,019
Closed -$277K – 3019
2025
Q3 		$277K Buy
+6,019
New +$227K ﹤0.01% 2334

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 $8.4B AUM 63.34% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.32B AUM 51.82% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cerity Partners's UGL Position: Q1 2026 in Review

Cerity Partners opened a new position in ProShares Ultra Gold (UGL) in Q1 2026: 6,182 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #2452 among its holdings. This is a return to the name: Cerity Partners previously reported a position in UGL as recently as Q3 2025.

Cerity Partners first reported a position in UGL in Q3 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Cerity Partners held 6,182 shares of ProShares Ultra Gold worth $380K as of Q1 2026.
  • ProShares Ultra Gold was a new Cerity Partners position in Q1 2026.
  • ProShares Ultra Gold made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2452 holding.
  • Cerity Partners first reported a position in ProShares Ultra Gold in Q3 2025 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.