Jones Financial Companies
UGL icon

Jones Financial Companies’s ProShares Ultra Gold UGL Stock Holding History

Jones Financial Companies’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 		$25.7K Sell
450
-70
-13% -$4.82K ﹤0.01% 3199
2025
Q4 		$28.9K Hold
520
– – ﹤0.01% 2779
2025
Q3 		$22.8K Hold
520
– – ﹤0.01% 2726
2025
Q2 		$17.6K Sell
520
-80
-13% -$2.78K ﹤0.01% 2653
2025
Q1 		$18.8K Hold
600
– – ﹤0.01% 2459
2024
Q4 		$14K Hold
600
– – ﹤0.01% 2390
2024
Q3 		$14.6K Buy
+600
New +$12.9K ﹤0.01% 2068

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

Jones Financial Companies's UGL Position: Q1 2026 in Review

Jones Financial Companies reduced its ProShares Ultra Gold (UGL) stake by 13% in Q1 2026, selling an estimated $4.82K and leaving 450 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Jones Financial Companies first reported a position in UGL in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.9K in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Jones Financial Companies held 450 shares of ProShares Ultra Gold worth $25.7K as of Q1 2026.
  • Jones Financial Companies sold 70 ProShares Ultra Gold shares in Q1 2026, an estimated $4.82K.
  • ProShares Ultra Gold made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3199 holding.
  • Jones Financial Companies first reported a position in ProShares Ultra Gold in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's ProShares Ultra Gold position peaked at $28.9K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.