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Kaizen Financial Strategies’s ProShares Ultra Gold UGL Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-10,289
Closed -$571K – 189
2025
Q4 		$571K Buy
10,289
+125
+1% +$6.55K 0.25% 72
2025
Q3 		$489K Buy
+10,164
New +$383K 0.22% 82

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

Kaizen Financial Strategies's UGL Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of ProShares Ultra Gold (UGL) in Q1 2026, closing a stake of 10,289 shares — an estimated $571K sold.

Kaizen Financial Strategies first reported a position in UGL in Q3 2025 and held it in 2 quarters. The position peaked at $571K in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining ProShares Ultra Gold position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,289 ProShares Ultra Gold shares in Q1 2026, an estimated $571K.
  • Kaizen Financial Strategies first reported a position in ProShares Ultra Gold in Q3 2025 and held it in 2 quarters.
  • Kaizen Financial Strategies's ProShares Ultra Gold position peaked at $571K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.