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IFP Advisors’s ProShares Ultra Gold UGL Stock Holding History

IFP 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
2026
Q1 		$2.46K Sell
40
-670
-94% -$46.1K ﹤0.01% 3881
2025
Q4 		$39.4K Buy
710
+280
+65% +$14.7K ﹤0.01% 2326
2025
Q3 		$19.8K Sell
430
-370
-46% -$13.9K ﹤0.01% 2583
2025
Q2 		$27.7K Hold
800
– – ﹤0.01% 2366
2025
Q1 		$25.7K Hold
800
– – ﹤0.01% 2191
2024
Q4 		$18.7K Buy
800
+400
+100% +$9.71K ﹤0.01% 2280
2024
Q3 		$9.59K Buy
+400
New +$8.62K ﹤0.01% 2445
2022
Q4 		– Sell
-1,200
Closed -$12K – 4850
2022
Q3 		$12K Hold
1,200
– – ﹤0.01% 3530
2022
Q2 		$12K Hold
1,200
– – ﹤0.01% 3274
2022
Q1 		$12K Buy
+1,200
New +$18.8K ﹤0.01% 3274

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

IFP Advisors's UGL Position: Q1 2026 in Review

IFP Advisors reduced its ProShares Ultra Gold (UGL) stake by 94% in Q1 2026, selling an estimated $46.1K and leaving 40 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

IFP Advisors first reported a position in UGL in Q1 2022 and has held it in 10 quarters since. The position peaked at $39.4K in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • IFP Advisors held 40 shares of ProShares Ultra Gold worth $2.46K as of Q1 2026.
  • IFP Advisors sold 670 ProShares Ultra Gold shares in Q1 2026, an estimated $46.1K.
  • ProShares Ultra Gold made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3881 holding.
  • IFP Advisors first reported a position in ProShares Ultra Gold in Q1 2022 and has held it in 10 quarters since.
  • IFP Advisors's ProShares Ultra Gold position peaked at $39.4K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.