Focus Partners Wealth
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Focus Partners Wealth’s United States Oil Fund USO Stock Holding History

Focus Partners Wealth’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 		$242K Buy
2,275
+158
+7% +$20.7K ﹤0.01% 2388
2026
Q1 		$269K Buy
+2,117
New +$188K ﹤0.01% 2255

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Focus Partners Wealth's USO Position: Q2 2026 in Review

Focus Partners Wealth increased its United States Oil Fund (USO) stake by 7.5% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,275 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Focus Partners Wealth first reported a position in USO in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Focus Partners Wealth held 2,275 shares of United States Oil Fund worth $242K as of Q2 2026.
  • Focus Partners Wealth bought 158 United States Oil Fund shares in Q2 2026, an estimated $20.7K.
  • United States Oil Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2388 holding.
  • Focus Partners Wealth first reported a position in United States Oil Fund in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's United States Oil Fund position peaked at $269K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.