HighTower Advisors
UGL icon

HighTower Advisors’s ProShares Ultra Gold UGL Stock Holding History

HighTower 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
Q3 		– Sell
-13,720
Closed -$201K – 3754
2023
Q2 		$201K Buy
+13,720
New +$215K ﹤0.01% 2867

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Susquehanna International Group
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Keene & Associates Fort Worth, Texas $125M AUM 13.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's UGL Position: Q3 2023 in Review

HighTower Advisors sold out of ProShares Ultra Gold (UGL) in Q3 2023, closing a stake of 13,720 shares — an estimated $201K sold.

HighTower Advisors first reported a position in UGL in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 21 funds tracked by Wall St. Rank hold UGL as of Q3 2023.

  • HighTower Advisors reported no remaining ProShares Ultra Gold position as of Q3 2023 after selling out during the quarter.
  • HighTower Advisors sold 13,720 ProShares Ultra Gold shares in Q3 2023, an estimated $201K.
  • HighTower Advisors first reported a position in ProShares Ultra Gold in Q2 2023 and held it in 1 quarter.
  • HighTower Advisors's ProShares Ultra Gold position peaked at $201K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.