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 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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.