Creative Planning
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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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return