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Calton & Associates’s United States Gasoline Fund UGA Stock Holding History

Calton & Associates’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
2026
Q2 		$678K Buy
6,587
+4,422
+204% +$479K 0.1% 184
2026
Q1 		$224K Buy
+2,165
New +$166K 0.03% 395

Other funds holding UGA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $158M AUM 33.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Calton & Associates's UGA Position: Q2 2026 in Review

Calton & Associates increased its United States Gasoline Fund (UGA) stake by 204% in Q2 2026, buying an estimated $479K and bringing the position to 6,587 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #184.

Calton & Associates first reported a position in UGA in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

  • Calton & Associates held 6,587 shares of United States Gasoline Fund worth $678K as of Q2 2026.
  • Calton & Associates bought 4,422 United States Gasoline Fund shares in Q2 2026, an estimated $479K.
  • United States Gasoline Fund made up 0.1% of Calton & Associates's portfolio in Q2 2026, its #184 holding.
  • Calton & Associates first reported a position in United States Gasoline Fund in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.