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 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 $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

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 Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Creative Planning's UGL Position: Q1 2026 in Review

Creative Planning opened a new position in ProShares Ultra Gold (UGL) in Q1 2026: 4,732 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #3453 among its holdings. This is a return to the name: Creative Planning previously reported a position in UGL as recently as Q4 2016.

Creative Planning first reported a position in UGL in Q2 2014 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

Creative Planning held 4,732 shares of ProShares Ultra Gold worth $291K as of Q1 2026.
ProShares Ultra Gold was a new Creative Planning position in Q1 2026.
ProShares Ultra Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3453 holding.
Creative Planning first reported a position in ProShares Ultra Gold in Q2 2014 and has held it in 11 quarters since.
56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.