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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
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

HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s OILK Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q1 2026: 15,677 shares worth $848K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in OILK as recently as Q4 2024.

Guardian Wealth Advisors (North Carolina) first reported a position in OILK in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2024. 46 funds tracked by Wall St. Rank hold OILK as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 15,677 shares of ProShares K-1 Free Crude Oil Strategy ETF worth $848K as of Q1 2026.
  • ProShares K-1 Free Crude Oil Strategy ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • ProShares K-1 Free Crude Oil Strategy ETF made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #167 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 12 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ProShares K-1 Free Crude Oil Strategy ETF position peaked at $1.1M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.