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Arkadios Wealth Advisors’s United States Gasoline Fund UGA Stock Holding History

Arkadios Wealth Advisors’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-565
Closed -$21K – 1707
2021
Q3 		$21K Hold
565
– – ﹤0.01% 1199
2021
Q2 		$20K Buy
+565
New +$19.1K ﹤0.01% 1298

Other funds holding UGA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arkadios Wealth Advisors's UGA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of United States Gasoline Fund (UGA) in Q4 2021, closing a stake of 565 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in UGA in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 28 funds tracked by Wall St. Rank hold UGA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining United States Gasoline Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 565 United States Gasoline Fund shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in United States Gasoline Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's United States Gasoline Fund position peaked at $21K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.