IFP Advisors
UGL icon

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
Q3 		$1.6K Sell
35
-35
-50% -$1.71K ﹤0.01% 4326
2026
Q2 		$3.07K Buy
70
+30
+75% +$1.69K ﹤0.01% 4046
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% +$9.7K ﹤0.01% 2280
2024
Q3 		$9.6K Buy
+400
New +$8.62K ﹤0.01% 2445
2022
Q4 		– Sell
-1,200
Closed -$12K – 4850
2022
Q3 		$12K Hold
1,200
– – ﹤0.01% 3529
2022
Q2 		$12K Hold
1,200
– – ﹤0.01% 3274
2022
Q1 		$12K Buy
+1,200
New +$18.8K ﹤0.01% 3272

Other funds holding UGL

TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Global Assets Advisory
Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors's UGL Position: Q3 2026 in Review

IFP Advisors reduced its ProShares Ultra Gold (UGL) stake by 50% in Q3 2026, selling an estimated $1.71K and leaving 35 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4326.

IFP Advisors first reported a position in UGL in Q1 2022 and has held it in 12 quarters since. The position peaked at $39.4K in Q4 2025. 13 funds tracked by Wall St. Rank hold UGL as of Q3 2026.

  • IFP Advisors held 35 shares of ProShares Ultra Gold worth $1.6K as of Q3 2026.
  • IFP Advisors sold 35 ProShares Ultra Gold shares in Q3 2026, an estimated $1.71K.
  • ProShares Ultra Gold made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4326 holding.
  • IFP Advisors first reported a position in ProShares Ultra Gold in Q1 2022 and has held it in 12 quarters since.
  • IFP Advisors's ProShares Ultra Gold position peaked at $39.4K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.