Moisand Fitzgerald Tamayo’s ProShares Ultra Gold UGL Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-600	Closed	-$14K	–	616
2024 Q4	$14K	Buy	+600	New	+$14.6K	﹤0.01%	307

Other funds holding UGL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.32B AUM 51.82% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UGL Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of ProShares Ultra Gold (UGL) in Q1 2025, closing a stake of 600 shares — an estimated $14K sold.

Moisand Fitzgerald Tamayo first reported a position in UGL in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 43 funds tracked by Wall St. Rank hold UGL as of Q1 2025.

Moisand Fitzgerald Tamayo reported no remaining ProShares Ultra Gold position as of Q1 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 600 ProShares Ultra Gold shares in Q1 2025, an estimated $14K.
Moisand Fitzgerald Tamayo first reported a position in ProShares Ultra Gold in Q4 2024 and held it in 1 quarter.
Moisand Fitzgerald Tamayo's ProShares Ultra Gold position peaked at $14K in Q4 2024.
43 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.