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Green Ridge Wealth Planning’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Green Ridge Wealth Planning’s Portfolio OILK Stock Details OILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
65,570
+10,410
+19% +$572K 1.31% 21
2026
Q1 		$2.98M Buy
+55,160
New +$2.46M 1.57% 17

Other funds holding OILK

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC
Point Nemo Capital Dripping Springs, Texas $197M AUM
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Green Ridge Wealth Planning's OILK Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its ProShares K-1 Free Crude Oil Strategy ETF (OILK) stake by 19% in Q2 2026, buying an estimated $572K and bringing the position to 65,570 shares worth $3.11M. The position accounts for 1.31% of the portfolio, ranked #21.

Green Ridge Wealth Planning first reported a position in OILK in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold OILK as of Q2 2026.

  • Green Ridge Wealth Planning held 65,570 shares of ProShares K-1 Free Crude Oil Strategy ETF worth $3.11M as of Q2 2026.
  • Green Ridge Wealth Planning bought 10,410 ProShares K-1 Free Crude Oil Strategy ETF shares in Q2 2026, an estimated $572K.
  • ProShares K-1 Free Crude Oil Strategy ETF made up 1.31% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #21 holding.
  • Green Ridge Wealth Planning first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.