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EverSource Wealth Advisors’s United States Gasoline Fund UGA Stock Holding History

EverSource Wealth Advisors’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
6,028
+949
+19% +$103K 0.02% 489
2026
Q1 		$525K Buy
5,079
+2,498
+97% +$192K 0.02% 589
2025
Q4 		$159K Buy
2,581
+664
+35% +$42.8K 0.01% 1063
2025
Q3 		$124K Buy
+1,917
New +$122K ﹤0.01% 1168

Other funds holding UGA

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's UGA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its United States Gasoline Fund (UGA) stake by 19% in Q2 2026, buying an estimated $103K and bringing the position to 6,028 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #489.

EverSource Wealth Advisors first reported a position in UGA in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

  • EverSource Wealth Advisors held 6,028 shares of United States Gasoline Fund worth $621K as of Q2 2026.
  • EverSource Wealth Advisors bought 949 United States Gasoline Fund shares in Q2 2026, an estimated $103K.
  • United States Gasoline Fund made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #489 holding.
  • EverSource Wealth Advisors first reported a position in United States Gasoline Fund in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.