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Total Wealth Planning & Management’s ProShares Ultra Silver AGQ Stock Holding History

Total Wealth Planning & Management’s Portfolio AGQ Stock Details AGQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,740
Closed -$270K – 204
2025
Q4 		$270K Buy
+1,740
New +$179K 0.2% 175

Other funds holding AGQ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
GFG
Genesis Financial Group Paramus, New Jersey $158M AUM
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
SCM
Stevens Capital Management Radnor, Pennsylvania $649M AUM 27.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Wealth Planning & Management's AGQ Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of ProShares Ultra Silver (AGQ) in Q1 2026, closing a stake of 1,740 shares — an estimated $270K sold.

Total Wealth Planning & Management first reported a position in AGQ in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 68 funds tracked by Wall St. Rank hold AGQ as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining ProShares Ultra Silver position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,740 ProShares Ultra Silver shares in Q1 2026, an estimated $270K.
  • Total Wealth Planning & Management first reported a position in ProShares Ultra Silver in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's ProShares Ultra Silver position peaked at $270K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held ProShares Ultra Silver as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.