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Atlantic Edge Private Wealth Management’s United States Oil Fund USO Stock Holding History

Atlantic Edge Private 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
2025
Q3 		– Sell
-195
Closed -$14.3K – 555
2025
Q2 		$14.3K Buy
+195
New +$13.6K ﹤0.01% 332

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Atlantic Edge Private Wealth Management's USO Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of United States Oil Fund (USO) in Q3 2025, closing a stake of 195 shares — an estimated $14.3K sold.

Atlantic Edge Private Wealth Management first reported a position in USO in Q2 2025 and held it in 1 quarter. The position peaked at $14.3K in Q2 2025. 144 funds tracked by Wall St. Rank hold USO as of Q3 2025.

  • Atlantic Edge Private Wealth Management reported no remaining United States Oil Fund position as of Q3 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 195 United States Oil Fund shares in Q3 2025, an estimated $14.3K.
  • Atlantic Edge Private Wealth Management first reported a position in United States Oil Fund in Q2 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's United States Oil Fund position peaked at $14.3K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.