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McElhenny Sheffield Capital Management’s ProShares Ultra Gold UGL Stock Holding History

McElhenny Sheffield Capital Management’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
2025
Q2 		– Sell
-8,600
Closed -$277K – 113
2025
Q1 		$277K Buy
+8,600
New +$236K 0.1% 88

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CUAMC
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PCA
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Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Cassaday & Co Wealth Management
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Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

McElhenny Sheffield Capital Management's UGL Position: Q2 2025 in Review

McElhenny Sheffield Capital Management sold out of ProShares Ultra Gold (UGL) in Q2 2025, closing a stake of 8,600 shares — an estimated $277K sold.

McElhenny Sheffield Capital Management first reported a position in UGL in Q1 2025 and held it in 1 quarter. The position peaked at $277K in Q1 2025. 41 funds tracked by Wall St. Rank hold UGL as of Q2 2025.

  • McElhenny Sheffield Capital Management reported no remaining ProShares Ultra Gold position as of Q2 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 8,600 ProShares Ultra Gold shares in Q2 2025, an estimated $277K.
  • McElhenny Sheffield Capital Management first reported a position in ProShares Ultra Gold in Q1 2025 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's ProShares Ultra Gold position peaked at $277K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.