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Legacy Wealth Partners (Colorado)’s ProShares Ultra Gold UGL Stock Holding History

Legacy Wealth Partners (Colorado)’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
Q2 		– Sell
-4,662
Closed -$287K – 208
2026
Q1 		$287K Sell
4,662
-28,818
-86% -$1.98M 0.07% 153
2025
Q4 		$1.86M Buy
+33,480
New +$1.75M 0.48% 29

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 $11.7B AUM 87.29% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s UGL Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of ProShares Ultra Gold (UGL) in Q2 2026, closing a stake of 4,662 shares — an estimated $287K sold.

Legacy Wealth Partners (Colorado) first reported a position in UGL in Q4 2025 and held it in 2 quarters. The position peaked at $1.86M in Q4 2025. 40 funds tracked by Wall St. Rank hold UGL as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining ProShares Ultra Gold position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 4,662 ProShares Ultra Gold shares in Q2 2026, an estimated $287K.
  • Legacy Wealth Partners (Colorado) first reported a position in ProShares Ultra Gold in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s ProShares Ultra Gold position peaked at $1.86M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.