Creative Planning
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Creative Planning’s United States Natural Gas Fund UNG Stock Holding History

Creative Planning’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,146
Closed -$345K – 3677
2024
Q3 		$345K Sell
21,146
-588
-3% -$8.53K ﹤0.01% 2412
2024
Q2 		$379K Buy
+21,734
New +$373K ﹤0.01% 2172
2024
Q1 		– Sell
-2,507
Closed -$50.8K – 3008
2023
Q4 		$50.8K Sell
2,507
-19
-0.8% -$473 ﹤0.01% 2643
2023
Q3 		$69K Sell
2,526
-1,279
-34% -$35.8K ﹤0.01% 2446
2023
Q2 		$113K Buy
+3,805
New +$103K ﹤0.01% 2324
2022
Q1 		– Sell
-5,641
Closed -$282K – 2443
2021
Q4 		$282K Buy
+5,641
New +$367K ﹤0.01% 1669
2020
Q4 		– Sell
-10,963
Closed -$500K – 2469
2020
Q3 		$500K Sell
10,963
-1,034
-9% -$49.5K ﹤0.01% 1135
2020
Q2 		$492K Buy
+11,997
New +$571K ﹤0.01% 1043
2017
Q4 		– Sell
-735
Closed -$77K – 2009
2017
Q3 		$77K Sell
735
-184
-20% -$19.4K ﹤0.01% 1740
2017
Q2 		$100K Sell
919
-428
-32% -$49.6K ﹤0.01% 1997
2017
Q1 		$163K Buy
1,347
+757
+128% +$91.7K ﹤0.01% 1619
2016
Q4 		$88K Buy
590
+84
+17% +$11.4K ﹤0.01% 1958
2016
Q3 		$68K Sell
506
-877
-63% -$116K ﹤0.01% 2132
2016
Q2 		$191K Buy
1,383
+608
+78% +$69.5K ﹤0.01% 1277
2016
Q1 		$83K Buy
775
+463
+148% +$53.3K ﹤0.01% 1744
2015
Q4 		$43K Buy
312
+62
+25% +$9.36K ﹤0.01% 2236
2015
Q3 		$46K Buy
+250
New +$52.1K ﹤0.01% 2107
2015
Q2 		– Sell
-628
Closed -$133K – 2921
2015
Q1 		$133K Sell
628
-111
-15% -$25.3K ﹤0.01% 1418
2014
Q4 		$175K Buy
739
+255
+53% +$81.8K ﹤0.01% 1228
2014
Q3 		$171K Sell
484
-225
-32% -$78K ﹤0.01% 1140
2014
Q2 		$279K Sell
709
-76
-10% -$30.9K ﹤0.01% 870
2014
Q1 		$307K Buy
785
+36
+5% +$13.8K ﹤0.01% 811
2013
Q4 		$248K Sell
749
-236
-24% -$72.6K ﹤0.01% 765
2013
Q3 		$288K Buy
985
+897
+1,019% +$269K 0.01% 617
2013
Q2 		$27K Buy
+88
New +$30.5K ﹤0.01% 1749

Other funds holding UNG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's UNG Position: Q4 2024 in Review

Creative Planning sold out of United States Natural Gas Fund (UNG) in Q4 2024, closing a stake of 21,146 shares — an estimated $345K sold.

Creative Planning first reported a position in UNG in Q2 2013 and held it in 25 quarters. The position peaked at $500K in Q3 2020. 86 funds tracked by Wall St. Rank hold UNG as of Q4 2024.

  • Creative Planning reported no remaining United States Natural Gas Fund position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 21,146 United States Natural Gas Fund shares in Q4 2024, an estimated $345K.
  • Creative Planning first reported a position in United States Natural Gas Fund in Q2 2013 and held it in 25 quarters.
  • Creative Planning's United States Natural Gas Fund position peaked at $500K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.