Global Retirement Partners’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Global Retirement Partners’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.16K	Hold	60	–	–	﹤0.01%	3860
2025 Q3	$1.35K	Sell	60 -8	-12%	-$188	﹤0.01%	3442
2025 Q2	$1.52K	Buy	+68	New	+$1.5K	﹤0.01%	3330
2024 Q4	$4.4K	Buy	160 +60	+60%	+$1.59K	﹤0.01%	2740
2024 Q3	$2.54K	Sell	100 -100	-50%	-$2.93K	﹤0.01%	2854
2024 Q2	$6.7K	Buy	+200	New	+$6.49K	﹤0.01%	2472
2021 Q4	–	Sell	-700	Closed	-$15K	–	1693
2021 Q3	$15K	Hold	700	–	–	﹤0.01%	1299
2021 Q2	$14K	Sell	700 -80	-10%	-$1.3K	﹤0.01%	1306
2021 Q1	$10K	Sell	780 -24	-3%	-$301	﹤0.01%	1305
2020 Q4	$7K	Sell	804 -152	-16%	-$1.15K	﹤0.01%	1370
2020 Q3	$7K	Hold	956	–	–	﹤0.01%	1258
2020 Q2	$7K	Buy	956 +700	+273%	+$4.91K	﹤0.01%	1220
2020 Q1	$3K	Hold	256	–	–	﹤0.01%	1365
2019 Q4	$33K	Hold	256	–	–	0.01%	770
2019 Q3	$26K	Hold	256	–	–	﹤0.01%	813
2019 Q2	$31K	Buy	+256	New	+$34.1K	0.01%	744

Other funds holding UCO

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Global Retirement Partners's UCO Position: Q4 2025 in Review

Global Retirement Partners held its ProShares Ultra Bloomberg Crude Oil (UCO) position steady in Q4 2025 at 60 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.

Global Retirement Partners first reported a position in UCO in Q2 2019 and has held it in 16 quarters since. The position peaked at $33K in Q4 2019. 37 funds tracked by Wall St. Rank hold UCO as of Q4 2025.

Global Retirement Partners held 60 shares of ProShares Ultra Bloomberg Crude Oil worth $1.16K as of Q4 2025.
Global Retirement Partners left its ProShares Ultra Bloomberg Crude Oil share count unchanged in Q4 2025.
ProShares Ultra Bloomberg Crude Oil made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3860 holding.
Global Retirement Partners first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2019 and has held it in 16 quarters since.
Global Retirement Partners's ProShares Ultra Bloomberg Crude Oil position peaked at $33K in Q4 2019.
37 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.