Arlington Trust’s United States Oil Fund USO Stock Holding History

Arlington Trust’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
2026 Q2	$144K	Hold	1,356	–	–	0.01%	156
2026 Q1	$173K	Hold	1,356	–	–	0.02%	109
2025 Q4	$93.8K	Hold	1,356	–	–	0.01%	142
2025 Q3	$100K	Hold	1,356	–	–	0.02%	271
2025 Q2	$99.1K	Hold	1,356	–	–	0.02%	260
2025 Q1	$105K	Hold	1,356	–	–	0.02%	256
2024 Q4	$102K	Hold	1,356	–	–	0.02%	267
2024 Q3	$94.8K	Hold	1,356	–	–	0.02%	268
2024 Q2	$108K	Hold	1,356	–	–	0.03%	243
2024 Q1	$107K	Hold	1,356	–	–	0.03%	212
2023 Q4	$90.4K	Buy	+1,356	New	+$98.3K	0.03%	225

Other funds holding USO

Roan Capital Partners Johnson City, Tennessee $121M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return