Creative Planning’s ProShares Ultra Gold UGL Stock Holding History

Creative Planning’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 Q2	–	Sell	-4,732	Closed	-$291K	–	4402
2026 Q1	$291K	Buy	+4,732	New	+$326K	﹤0.01%	3453
2017 Q1	–	Sell	-800	Closed	-$7K	–	4912
2016 Q4	$7K	Hold	800	–	–	﹤0.01%	3788
2016 Q3	$9K	Hold	800	–	–	﹤0.01%	3594
2016 Q2	$9K	Hold	800	–	–	﹤0.01%	3332
2016 Q1	$8K	Hold	800	–	–	﹤0.01%	3348
2015 Q4	$6K	Hold	800	–	–	﹤0.01%	3610
2015 Q3	$7K	Buy	+800	New	+$6.8K	﹤0.01%	3445
2015 Q2	–	Sell	-800	Closed	-$8K	–	2908
2015 Q1	$8K	Hold	800	–	–	﹤0.01%	3335
2014 Q4	$8K	Sell	800 -400	-33%	-$3.99K	﹤0.01%	3250
2014 Q3	$12K	Hold	1,200	–	–	﹤0.01%	2850
2014 Q2	$15K	Buy	+1,200	New	+$14K	﹤0.01%	2669

Other funds holding UGL

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

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

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

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Creative Planning's UGL Position: Q2 2026 in Review

Creative Planning sold out of ProShares Ultra Gold (UGL) in Q2 2026, closing a stake of 4,732 shares — an estimated $291K sold.

Creative Planning first reported a position in UGL in Q2 2014 and held it in 11 quarters. The position peaked at $291K in Q1 2026. 40 funds tracked by Wall St. Rank hold UGL as of Q2 2026.

Creative Planning reported no remaining ProShares Ultra Gold position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,732 ProShares Ultra Gold shares in Q2 2026, an estimated $291K.
Creative Planning first reported a position in ProShares Ultra Gold in Q2 2014 and held it in 11 quarters.
Creative Planning's ProShares Ultra Gold position peaked at $291K in Q1 2026.
40 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.