Arkadios Wealth Advisors’s United States Natural Gas Fund UNG Stock Holding History

Arkadios Wealth Advisors’s Portfolio UNG Stock Details UNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-526,216	Closed	-$6.45M	–	1793
2025 Q4	$6.45M	Buy	+526,216	New	+$7.08M	0.13%	178
2021 Q4	–	Sell	-19	Closed	-$1K	–	1713
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	1836
2021 Q2	$0	Hold	19	–	–	﹤0.01%	2038
2021 Q1	$0	Hold	19	–	–	﹤0.01%	1753
2020 Q4	$0	Buy	+19	New	+$820	﹤0.01%	1488

Other funds holding UNG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arkadios Wealth Advisors's UNG Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of United States Natural Gas Fund (UNG) in Q1 2026, closing a stake of 526,216 shares — an estimated $6.45M sold.

Arkadios Wealth Advisors first reported a position in UNG in Q4 2020 and held it in 5 quarters. The position peaked at $6.45M in Q4 2025. 96 funds tracked by Wall St. Rank hold UNG as of Q1 2026.

Arkadios Wealth Advisors reported no remaining United States Natural Gas Fund position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 526,216 United States Natural Gas Fund shares in Q1 2026, an estimated $6.45M.
Arkadios Wealth Advisors first reported a position in United States Natural Gas Fund in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's United States Natural Gas Fund position peaked at $6.45M in Q4 2025.
96 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.