Creative Planning
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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's USO Position: Q1 2026 in Review

Creative Planning reduced its United States Oil Fund (USO) stake by 34% in Q1 2026, selling an estimated $281K and leaving 6,238 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Creative Planning first reported a position in USO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.68M in Q2 2022. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

  • Creative Planning held 6,238 shares of United States Oil Fund worth $794K as of Q1 2026.
  • Creative Planning sold 3,166 United States Oil Fund shares in Q1 2026, an estimated $281K.
  • United States Oil Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2648 holding.
  • Creative Planning first reported a position in United States Oil Fund in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's United States Oil Fund position peaked at $1.68M in Q2 2022.
  • 190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.