GWANC
OILK icon

Guardian Wealth Advisors (North Carolina)’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.09M Buy
22,963
+7,286
+46% +$401K 0.06% 154
2026
Q1 		$848K Buy
+15,677
New +$700K 0.05% 167
2025
Q1 		– Sell
-24,964
Closed -$1.1M – 540
2024
Q4 		$1.1M Buy
24,964
+3,425
+16% +$149K 0.09% 120
2024
Q3 		$913K Buy
21,539
+680
+3% +$30.7K 0.1% 113
2024
Q2 		$1.01M Sell
20,859
-1,179
-5% -$55.9K 0.12% 98
2024
Q1 		$1.05M Sell
22,038
-39
-0.2% -$1.74K 0.13% 94
2023
Q4 		$929K Buy
22,077
+1,222
+6% +$55.2K 0.14% 94
2023
Q3 		$1.04M Buy
20,855
+58
+0.3% +$2.69K 0.18% 76
2023
Q2 		$846K Buy
20,797
+3,766
+22% +$156K 0.14% 85
2023
Q1 		$723K Buy
17,031
+1,181
+7% +$50.5K 0.13% 93
2022
Q4 		$710K Sell
15,850
-143
-0.9% -$6.36K 0.14% 89
2022
Q3 		$661K Buy
15,993
+9,956
+165% +$473K 0.12% 88
2022
Q2 		$326K Buy
+6,037
New +$341K 0.06% 140

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
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
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

Guardian Wealth Advisors (North Carolina)'s OILK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its ProShares K-1 Free Crude Oil Strategy ETF (OILK) stake by 46% in Q2 2026, buying an estimated $401K and bringing the position to 22,963 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #154.

Guardian Wealth Advisors (North Carolina) first reported a position in OILK in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2024. 40 funds tracked by Wall St. Rank hold OILK as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 22,963 shares of ProShares K-1 Free Crude Oil Strategy ETF worth $1.09M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 7,286 ProShares K-1 Free Crude Oil Strategy ETF shares in Q2 2026, an estimated $401K.
  • ProShares K-1 Free Crude Oil Strategy ETF made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #154 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q2 2022 and has held it in 13 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ProShares K-1 Free Crude Oil Strategy ETF position peaked at $1.1M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.