AE Wealth Management’s United States Oil Fund USO Stock Holding History

AE Wealth Management’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$2K	–	1796
2021 Q3	$2K	Buy	+1,000	New	+$48.9K	﹤0.01%	1608

Other funds holding USO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

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

AE Wealth Management's USO Position: Q1 2024 in Review

AE Wealth Management sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 45,495 shares — an estimated $3.33M sold.

AE Wealth Management first reported a position in USO in Q1 2017 and held it in 22 quarters. The position peaked at $4.41M in Q3 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

AE Wealth Management reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 45,495 United States Oil Fund shares in Q1 2024, an estimated $3.33M.
AE Wealth Management first reported a position in United States Oil Fund in Q1 2017 and held it in 22 quarters.
AE Wealth Management's United States Oil Fund position peaked at $4.41M in Q3 2023.
180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.