Financial Services Advisory’s United States 12 Month Natural Gas Fund UNL Stock Holding History

Financial Services Advisory’s Portfolio UNL Stock Details UNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-87,701	Closed	-$764K	–	72
2025 Q2	$764K	Buy	87,701 +7,712	+10%	+$70.2K	0.37%	35
2025 Q1	$820K	Sell	79,989 -30,863	-28%	-$290K	0.31%	33
2024 Q4	$906K	Buy	+110,852	New	+$823K	0.21%	39
2024 Q3	–	Sell	-56,076	Closed	-$463K	–	64
2024 Q2	$463K	Buy	+56,076	New	+$463K	0.13%	49
2023 Q4	–	Sell	-67,250	Closed	-$732K	–	65
2023 Q3	$732K	Buy	67,250 +103	+0.2%	+$1.15K	0.36%	37
2023 Q2	$774K	Buy	+67,147	New	+$747K	0.32%	32
2022 Q2	–	Sell	-71,466	Closed	-$1.28M	–	29
2022 Q1	$1.28M	Buy	+71,466	New	+$1.03M	1.99%	9

Other funds holding UNL

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WPWM

Western Pacific Wealth Management Lake Forest, Illinois $111M AUM 26.64% 1-Year Est. Return

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

Financial Services Advisory's UNL Position: Q3 2025 in Review

Financial Services Advisory sold out of United States 12 Month Natural Gas Fund (UNL) in Q3 2025, closing a stake of 87,701 shares — an estimated $764K sold.

Financial Services Advisory first reported a position in UNL in Q1 2022 and held it in 7 quarters. The position peaked at $1.28M in Q1 2022. 10 funds tracked by Wall St. Rank hold UNL as of Q3 2025.

Financial Services Advisory reported no remaining United States 12 Month Natural Gas Fund position as of Q3 2025 after selling out during the quarter.
Financial Services Advisory sold 87,701 United States 12 Month Natural Gas Fund shares in Q3 2025, an estimated $764K.
Financial Services Advisory first reported a position in United States 12 Month Natural Gas Fund in Q1 2022 and held it in 7 quarters.
Financial Services Advisory's United States 12 Month Natural Gas Fund position peaked at $1.28M in Q1 2022.
10 funds tracked by Wall St. Rank held United States 12 Month Natural Gas Fund as of Q3 2025.

Based on Financial Services Advisory's 13F filing for Q3 2025, filed 4 Nov 2025.