Focus Partners Wealth
UGL icon

Focus Partners Wealth’s ProShares Ultra Gold UGL Stock Holding History

Focus Partners Wealth’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
-4,400
Closed -$244K – 2839
2025
Q4 		$244K Buy
+4,400
New +$230K ﹤0.01% 2339

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

Focus Partners Wealth's UGL Position: Q1 2026 in Review

Focus Partners Wealth sold out of ProShares Ultra Gold (UGL) in Q1 2026, closing a stake of 4,400 shares — an estimated $244K sold.

Focus Partners Wealth first reported a position in UGL in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Focus Partners Wealth reported no remaining ProShares Ultra Gold position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 4,400 ProShares Ultra Gold shares in Q1 2026, an estimated $244K.
  • Focus Partners Wealth first reported a position in ProShares Ultra Gold in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's ProShares Ultra Gold position peaked at $244K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

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