Integrated Wealth Concepts’s United States 12 Month Oil Fund, USL Stock Holding History

Integrated Wealth Concepts’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	$92.1K	Buy	+2,030	New	+$104K	﹤0.01%	2879

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

Integrated Wealth Concepts's USL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in United States 12 Month Oil Fund, (USL) in Q2 2026: 2,030 shares worth $92.1K. The stake represents ﹤0.01% of the portfolio and ranks #2879 among its holdings.

21 funds tracked by Wall St. Rank hold USL as of Q2 2026.

Integrated Wealth Concepts held 2,030 shares of United States 12 Month Oil Fund, worth $92.1K as of Q2 2026.
United States 12 Month Oil Fund, was a new Integrated Wealth Concepts position in Q2 2026.
United States 12 Month Oil Fund, made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2879 holding.
21 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.