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
2014
Q4 		– Sell
-238
Closed -$4K – 4357
2014
Q3 		$4K Sell
238
-625
-72% -$217K ﹤0.01% 3420
2014
Q2 		$3K Buy
863
+238
+38% +$96.7K ﹤0.01% 3424
2014
Q1 		$1K Buy
+625
New +$240K ﹤0.01% 3530

Other funds holding UNG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
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
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
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.