AWA
UNG icon

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 – 1715
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1836
2021
Q2 		$0 Hold
19
– – ﹤0.01% 2046
2021
Q1 		$0 Hold
19
– – ﹤0.01% 1759
2020
Q4 		$0 Buy
+19
New +$820 ﹤0.01% 1492

Other funds holding UNG

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return