Creative Planning’s United States Oil Fund USO Stock Holding History

Creative Planning’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Buy	+2,000	New	+$262K	﹤0.01%	4199
2020 Q3	–	Sell	-6,700	Closed	-$8K	–	2275
2020 Q2	$8K	Buy	+6,700	New	+$183K	﹤0.01%	1889
2019 Q1	–	Sell	-500	Closed	-$1K	–	2089
2018 Q4	$1K	Buy	+500	New	+$50.3K	﹤0.01%	1936

Other funds holding USO

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Planning's USO Position: Q2 2026 in Review

Creative Planning reduced its United States Oil Fund (USO) stake by 34% in Q2 2026, selling an estimated $280K and leaving 4,104 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Creative Planning first reported a position in USO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.68M in Q2 2022. 173 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Creative Planning held 4,104 shares of United States Oil Fund worth $437K as of Q2 2026.
Creative Planning sold 2,134 United States Oil Fund shares in Q2 2026, an estimated $280K.
United States Oil Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3296 holding.
Creative Planning first reported a position in United States Oil Fund in Q2 2013 and has held it in 52 quarters since.
Creative Planning's United States Oil Fund position peaked at $1.68M in Q2 2022.
173 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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