Creative Planning’s United States 12 Month Oil Fund, USL Stock Holding History

Creative Planning’s Portfolio USL Stock Details USL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,350	Closed	-$210K	–	4406
2026 Q1	$210K	Buy	+4,350	New	+$173K	﹤0.01%	3694
2024 Q1	–	Sell	-6,750	Closed	-$237K	–	3011
2023 Q4	$237K	Hold	6,750	–	–	﹤0.01%	2281
2023 Q3	$271K	Hold	6,750	–	–	﹤0.01%	2022
2023 Q2	$220K	Hold	6,750	–	–	﹤0.01%	2145
2023 Q1	$228K	Sell	6,750 -2,000	-23%	-$67.8K	﹤0.01%	2026
2022 Q4	$311K	Buy	+8,750	New	+$307K	﹤0.01%	1705
2017 Q3	–	Sell	-1,261	Closed	-$21K	–	3626
2017 Q2	$21K	Buy	1,261 +866	+219%	+$15.2K	﹤0.01%	3164
2017 Q1	$7K	Sell	395 -605	-61%	-$11.6K	﹤0.01%	3812
2016 Q4	$20K	Sell	1,000 -3,362	-77%	-$63.9K	﹤0.01%	3095
2016 Q3	$81K	Hold	4,362	–	–	﹤0.01%	1985
2016 Q2	$84K	Sell	4,362 -386	-8%	-$7.09K	﹤0.01%	1787
2016 Q1	$77K	Buy	+4,748	New	+$73.4K	﹤0.01%	1794

Other funds holding USL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

GSCM

Greenfield Seitz Capital Management Dallas, Texas $336M AUM 31.27% 1-Year Est. Return

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

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

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's USL Position: Q2 2026 in Review

Creative Planning sold out of United States 12 Month Oil Fund, (USL) in Q2 2026, closing a stake of 4,350 shares — an estimated $210K sold.

Creative Planning first reported a position in USL in Q1 2016 and held it in 12 quarters. The position peaked at $311K in Q4 2022. 21 funds tracked by Wall St. Rank hold USL as of Q2 2026.

Creative Planning reported no remaining United States 12 Month Oil Fund, position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,350 United States 12 Month Oil Fund, shares in Q2 2026, an estimated $210K.
Creative Planning first reported a position in United States 12 Month Oil Fund, in Q1 2016 and held it in 12 quarters.
Creative Planning's United States 12 Month Oil Fund, position peaked at $311K in Q4 2022.
21 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2026.

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