EverSource Wealth Advisors’s ProShares Ultra Gold UGL Stock Holding History

EverSource Wealth Advisors’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	$674K	Hold	15,363	–	–	0.02%	456
2026 Q1	$944K	Sell	15,363 -10,654	-41%	-$733K	0.03%	402
2025 Q4	$1.44M	Buy	26,017 +3,016	+13%	+$158K	0.05%	261
2025 Q3	$1.06M	Sell	23,001 -12,999	-36%	-$489K	0.04%	300
2025 Q2	$1.25M	Sell	36,000 -12,748	-26%	-$442K	0.06%	231
2025 Q1	$1.57M	Sell	48,748 -19,388	-28%	-$533K	0.09%	186
2024 Q4	$1.59M	Buy	+68,136	New	+$1.65M	0.09%	178

Other funds holding UGL

TAA

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

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

GAA

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's UGL Position: Q2 2026 in Review

EverSource Wealth Advisors held its ProShares Ultra Gold (UGL) position steady in Q2 2026 at 15,363 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #456.

EverSource Wealth Advisors first reported a position in UGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2024. 13 funds tracked by Wall St. Rank hold UGL as of Q2 2026.

EverSource Wealth Advisors held 15,363 shares of ProShares Ultra Gold worth $674K as of Q2 2026.
EverSource Wealth Advisors left its ProShares Ultra Gold share count unchanged in Q2 2026.
ProShares Ultra Gold made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #456 holding.
EverSource Wealth Advisors first reported a position in ProShares Ultra Gold in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's ProShares Ultra Gold position peaked at $1.59M in Q4 2024.
13 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.