GSWM
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Golden State Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Golden State Wealth Management’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
2026
Q2 		– Sell
-115
Closed -$4.52K – 1702
2026
Q1 		$4.52K Buy
+115
New +$3.19K ﹤0.01% 1231
2019
Q4 		– Sell
-11
Closed -$1K – 873
2019
Q3 		$1K Hold
11
– – ﹤0.01% 1043
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1039
2019
Q1 		$1K Buy
+11
New +$1.27K ﹤0.01% 1081

Other funds holding UCO

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Golden State Wealth Management's UCO Position: Q2 2026 in Review

Golden State Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2026, closing a stake of 115 shares — an estimated $4.52K sold.

Golden State Wealth Management first reported a position in UCO in Q1 2019 and held it in 4 quarters. The position peaked at $4.52K in Q1 2026. 5 funds tracked by Wall St. Rank hold UCO as of Q2 2026.

  • Golden State Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 115 ProShares Ultra Bloomberg Crude Oil shares in Q2 2026, an estimated $4.52K.
  • Golden State Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $4.52K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.