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Bulltick Wealth Management’s United States Oil Fund USO Stock Holding History

Bulltick 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
2022
Q2 		– Sell
-7,700
Closed -$571K – 147
2022
Q1 		$571K Buy
+7,700
New +$518K 0.13% 76

Other funds holding USO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bulltick Wealth Management's USO Position: Q2 2026 in Review

Bulltick Wealth Management reduced its United States Oil Fund (USO) stake by 93% in Q2 2026, selling an estimated $4.93M and leaving 3,000 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #106.

Bulltick Wealth Management first reported a position in USO in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.17M in Q1 2026. 73 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Bulltick Wealth Management held 3,000 shares of United States Oil Fund worth $319K as of Q2 2026.
  • Bulltick Wealth Management sold 37,600 United States Oil Fund shares in Q2 2026, an estimated $4.93M.
  • United States Oil Fund made up 0.07% of Bulltick Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Bulltick Wealth Management first reported a position in United States Oil Fund in Q4 2020 and has held it in 4 quarters since.
  • Bulltick Wealth Management's United States Oil Fund position peaked at $5.17M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.