IFP Advisors’s United States 12 Month Oil Fund, USL Stock Holding History

IFP Advisors’s Portfolio USL Stock Details USL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.72K	Hold	126	–	–	﹤0.01%	3700
2026 Q1	$6.07K	Buy	+126	New	+$5.01K	﹤0.01%	3414
2023 Q1	–	Sell	-25	Closed	-$1K	–	4390
2022 Q4	$1K	Sell	25 -500	-95%	-$17.5K	﹤0.01%	4495
2022 Q3	$13K	Hold	525	–	–	﹤0.01%	3480
2022 Q2	$13K	Hold	525	–	–	﹤0.01%	3222
2022 Q1	$13K	Buy	+525	New	+$17.7K	﹤0.01%	3222
2021 Q4	–	Sell	-50	Closed	-$1K	–	3496
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	3146
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	2958
2021 Q1	$1K	Sell	50 -50	-50%	-$1.01K	﹤0.01%	2889
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	2670
2020 Q3	$2K	Buy	+100	New	+$1.55K	﹤0.01%	2524
2017 Q3	–	Sell	-3,000	Closed	-$50K	–	4217
2017 Q2	$50K	Sell	3,000 -9,550	-76%	-$168K	﹤0.01%	1977
2017 Q1	$232K	Buy	+12,550	New	+$242K	0.01%	1039

Other funds holding USL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

GSCM

Greenfield Seitz Capital Management Dallas, Texas $336M AUM 31.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's USL Position: Q2 2026 in Review

IFP Advisors held its United States 12 Month Oil Fund, (USL) position steady in Q2 2026 at 126 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

IFP Advisors first reported a position in USL in Q1 2017 and has held it in 13 quarters since. The position peaked at $232K in Q1 2017. 21 funds tracked by Wall St. Rank hold USL as of Q2 2026.

IFP Advisors held 126 shares of United States 12 Month Oil Fund, worth $5.72K as of Q2 2026.
IFP Advisors left its United States 12 Month Oil Fund, share count unchanged in Q2 2026.
United States 12 Month Oil Fund, made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3700 holding.
IFP Advisors first reported a position in United States 12 Month Oil Fund, in Q1 2017 and has held it in 13 quarters since.
IFP Advisors's United States 12 Month Oil Fund, position peaked at $232K in Q1 2017.
21 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.