Fortis Advisors’s ProShares Ultra Gold UGL Stock Holding History

Fortis 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
2023 Q2	–	Sell	-1,000	Closed	-$15.8K	–	241
2023 Q1	$15.8K	Buy	+1,000	New	+$14.7K	0.01%	197

Other funds holding UGL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Keene & Associates Fort Worth, Texas $125M AUM 13.49% 1-Year Est. Return

Fortis Advisors's UGL Position: Q2 2023 in Review

Fortis Advisors sold out of ProShares Ultra Gold (UGL) in Q2 2023, closing a stake of 1,000 shares — an estimated $15.8K sold.

Fortis Advisors first reported a position in UGL in Q1 2023 and held it in 1 quarter. The position peaked at $15.8K in Q1 2023. 21 funds tracked by Wall St. Rank hold UGL as of Q2 2023.

Fortis Advisors reported no remaining ProShares Ultra Gold position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,000 ProShares Ultra Gold shares in Q2 2023, an estimated $15.8K.
Fortis Advisors first reported a position in ProShares Ultra Gold in Q1 2023 and held it in 1 quarter.
Fortis Advisors's ProShares Ultra Gold position peaked at $15.8K in Q1 2023.
21 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.