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Concord Wealth Partners’s United States Gasoline Fund UGA Stock Holding History

Concord Wealth Partners’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
2024
Q3 		– Sell
-20
Closed -$1.35K – 1026
2024
Q2 		$1.35K Buy
+20
New +$1.36K ﹤0.01% 701

Other funds holding UGA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 28.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Concord Wealth Partners's UGA Position: Q3 2024 in Review

Concord Wealth Partners sold out of United States Gasoline Fund (UGA) in Q3 2024, closing a stake of 20 shares — an estimated $1.35K sold.

Concord Wealth Partners first reported a position in UGA in Q2 2024 and held it in 1 quarter. The position peaked at $1.35K in Q2 2024. 40 funds tracked by Wall St. Rank hold UGA as of Q3 2024.

  • Concord Wealth Partners reported no remaining United States Gasoline Fund position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 20 United States Gasoline Fund shares in Q3 2024, an estimated $1.35K.
  • Concord Wealth Partners first reported a position in United States Gasoline Fund in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's United States Gasoline Fund position peaked at $1.35K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.