Partners Wealth Management’s ProShares Ultra Gold UGL Stock Holding History

Partners Wealth 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 Q4	–	Sell	-10,083	Closed	-$464K	–	123
2025 Q3	$464K	Buy	10,083 +8,129	+416%	+$306K	0.46%	61
2025 Q2	$251K	Sell	1,954 -6,446	-77%	-$224K	0.29%	95
2025 Q1	$270K	Buy	+8,400	New	+$231K	0.31%	88

Other funds holding UGL

AGP

Artia Global Partners Miami, Florida $499M AUM 186.05% 1-Year Est. Return

CUAMC

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

PCA

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

GFG

Genesis Financial Group Paramus, New Jersey $158M AUM

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

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

Partners Wealth Management's UGL Position: Q4 2025 in Review

Partners Wealth Management sold out of ProShares Ultra Gold (UGL) in Q4 2025, closing a stake of 10,083 shares — an estimated $464K sold.

Partners Wealth Management first reported a position in UGL in Q1 2025 and held it in 3 quarters. The position peaked at $464K in Q3 2025. 55 funds tracked by Wall St. Rank hold UGL as of Q4 2025.

Partners Wealth Management reported no remaining ProShares Ultra Gold position as of Q4 2025 after selling out during the quarter.
Partners Wealth Management sold 10,083 ProShares Ultra Gold shares in Q4 2025, an estimated $464K.
Partners Wealth Management first reported a position in ProShares Ultra Gold in Q1 2025 and held it in 3 quarters.
Partners Wealth Management's ProShares Ultra Gold position peaked at $464K in Q3 2025.
55 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.