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
2026 Q2	$8.75K	Buy	+10,000	New	+$112K	﹤0.01%	4230
2024 Q1	–	Sell	-12,500	Closed	-$2.4K	–	3007
2023 Q4	$2.4K	Buy	12,500 +11,875	+1,900%	+$296K	﹤0.01%	2734
2023 Q3	$1.25K	Buy	+625	New	+$17.5K	﹤0.01%	2827
2017 Q2	–	Sell	-156	Closed	-$1K	–	4840
2017 Q1	$1K	Buy	+156	New	+$18.9K	﹤0.01%	4508

Other funds holding UNG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's UNG Position: Q2 2026 in Review

Creative Planning opened a new position in United States Natural Gas Fund (UNG) in Q2 2026: 355 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #4250 among its holdings. This is a return to the name: Creative Planning previously reported a position in UNG as recently as Q3 2024.

Creative Planning first reported a position in UNG in Q2 2013 and has held it in 26 quarters since. The position peaked at $500K in Q3 2020. 90 funds tracked by Wall St. Rank hold UNG as of Q2 2026.

Creative Planning held 355 shares of United States Natural Gas Fund worth $4.16K as of Q2 2026.
United States Natural Gas Fund was a new Creative Planning position in Q2 2026.
United States Natural Gas Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4250 holding.
Creative Planning first reported a position in United States Natural Gas Fund in Q2 2013 and has held it in 26 quarters since.
Creative Planning's United States Natural Gas Fund position peaked at $500K in Q3 2020.
90 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.