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Atomi Financial Group’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Atomi Financial Group’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22,831
Closed -$843K – 1339
2026
Q1 		$843K Sell
22,831
-1,715
-7% -$66.4K 0.03% 494
2025
Q4 		$853K Buy
24,546
+3,246
+15% +$132K 0.03% 460
2025
Q3 		$827K Buy
21,300
+1,025
+5% +$37.1K 0.03% 452
2025
Q2 		$705K Buy
+20,275
New +$709K 0.03% 456

Other funds holding USG

ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's USG Position: Q2 2026 in Review

Atomi Financial Group sold out of USCF Gold Strategy Plus Income Fund (USG) in Q2 2026, closing a stake of 22,831 shares — an estimated $843K sold.

Atomi Financial Group first reported a position in USG in Q2 2025 and held it in 4 quarters. The position peaked at $853K in Q4 2025. 7 funds tracked by Wall St. Rank hold USG as of Q2 2026.

  • Atomi Financial Group reported no remaining USCF Gold Strategy Plus Income Fund position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 22,831 USCF Gold Strategy Plus Income Fund shares in Q2 2026, an estimated $843K.
  • Atomi Financial Group first reported a position in USCF Gold Strategy Plus Income Fund in Q2 2025 and held it in 4 quarters.
  • Atomi Financial Group's USCF Gold Strategy Plus Income Fund position peaked at $853K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.