Integrated Wealth Concepts
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Integrated Wealth Concepts’s United States Oil Fund USO Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-1,646
Closed -$210K – 2537
2026
Q1 		$210K Buy
+1,646
New +$146K ﹤0.01% 2086
2020
Q2 		– Sell
-4,064
Closed -$137K – 525
2020
Q1 		$137K Buy
+4,064
New +$313K 0.01% 399

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

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

Integrated Wealth Concepts sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 1,646 shares — an estimated $210K sold.

Integrated Wealth Concepts first reported a position in USO in Q1 2020 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,646 United States Oil Fund shares in Q2 2026, an estimated $210K.
  • Integrated Wealth Concepts first reported a position in United States Oil Fund in Q1 2020 and held it in 2 quarters.
  • Integrated Wealth Concepts's United States Oil Fund position peaked at $210K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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