IWA
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Icon Wealth Advisors’s United States Oil Fund USO Stock Holding History

Icon Wealth Advisors’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 		$745K Buy
+7,000
New +$917K 0.04% 227

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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Icon Wealth Advisors's USO Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in United States Oil Fund (USO) in Q2 2026: 7,000 shares worth $745K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings.

172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Icon Wealth Advisors held 7,000 shares of United States Oil Fund worth $745K as of Q2 2026.
  • United States Oil Fund was a new Icon Wealth Advisors position in Q2 2026.
  • United States Oil Fund made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.