Avantax Advisory Services’s United States Gasoline Fund UGA Stock Holding History

Avantax Advisory Services’s Portfolio UGA Stock Details UGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-33,025	Closed	-$801K	–	1075
2020 Q4	$801K	Sell	33,025 -2,550	-7%	-$53K	0.02%	423
2020 Q3	$710K	Sell	35,575 -12,355	-26%	-$244K	0.01%	668
2020 Q2	$908K	Buy	47,930 +31,230	+187%	+$479K	0.03%	364
2020 Q1	$169K	Buy	+16,700	New	+$418K	0.01%	735

Other funds holding UGA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Avantax Advisory Services's UGA Position: Q1 2021 in Review

Avantax Advisory Services sold out of United States Gasoline Fund (UGA) in Q1 2021, closing a stake of 33,025 shares — an estimated $801K sold.

Avantax Advisory Services first reported a position in UGA in Q1 2020 and held it in 4 quarters. The position peaked at $908K in Q2 2020. 34 funds tracked by Wall St. Rank hold UGA as of Q1 2021.

Avantax Advisory Services reported no remaining United States Gasoline Fund position as of Q1 2021 after selling out during the quarter.
Avantax Advisory Services sold 33,025 United States Gasoline Fund shares in Q1 2021, an estimated $801K.
Avantax Advisory Services first reported a position in United States Gasoline Fund in Q1 2020 and held it in 4 quarters.
Avantax Advisory Services's United States Gasoline Fund position peaked at $908K in Q2 2020.
34 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.