Fortress Financial Group’s United States Oil Fund USO Stock Holding History

Fortress Financial Group’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
2025 Q2	–	Sell	-3,328	Closed	-$257K	–	82
2025 Q1	$257K	Sell	3,328 -406	-11%	-$31K	0.26%	57
2024 Q4	$282K	Buy	+3,734	New	+$273K	0.28%	51

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fortress Financial Group's USO Position: Q2 2025 in Review

Fortress Financial Group sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 3,328 shares — an estimated $257K sold.

Fortress Financial Group first reported a position in USO in Q4 2024 and held it in 2 quarters. The position peaked at $282K in Q4 2024. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

Fortress Financial Group reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
Fortress Financial Group sold 3,328 United States Oil Fund shares in Q2 2025, an estimated $257K.
Fortress Financial Group first reported a position in United States Oil Fund in Q4 2024 and held it in 2 quarters.
Fortress Financial Group's United States Oil Fund position peaked at $282K in Q4 2024.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Fortress Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.