Creative Planning’s United States Gasoline Fund UGA Stock Holding History

Creative Planning’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	$35.6K	Buy	+16,000	New	+$1.73M	﹤0.01%	4154

Other funds holding UGA

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's UGA Position: Q3 2017 in Review

Creative Planning sold out of United States Gasoline Fund (UGA) in Q3 2017, closing a stake of 1,500 shares — an estimated $36K sold.

Creative Planning first reported a position in UGA in Q4 2013 and held it in 14 quarters. The position peaked at $56K in Q1 2015. 24 funds tracked by Wall St. Rank hold UGA as of Q3 2017.

Creative Planning reported no remaining United States Gasoline Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,500 United States Gasoline Fund shares in Q3 2017, an estimated $36K.
Creative Planning first reported a position in United States Gasoline Fund in Q4 2013 and held it in 14 quarters.
Creative Planning's United States Gasoline Fund position peaked at $56K in Q1 2015.
24 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.