A detailed history of Iam Advisory, LLC transactions in Pro Shares Trust Ii stock. As of the latest transaction made, Iam Advisory, LLC holds 7,309 shares of UGL stock, worth $369,250. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,309
Previous 7,988 8.5%
Holding current value
$369,250
Previous $276,000 21.74%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$33.7 - $46.06 $22,882 - $31,274
-679 Reduced 8.5%
7,309 $336,000
Q2 2025

Jul 08, 2025

BUY
$33.88 - $151.78 $202,975 - $909,313
5,991 Added 300.0%
7,988 $276,000
Q1 2025

Apr 11, 2025

BUY
$93.8 - $128.72 $187,318 - $257,053
1,997 New
1,997 $250,000

Others Institutions Holding UGL

About ProShares Trust II


  • Ticker UGL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about UGL
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.