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Kestra Advisory Services’s United States Oil Fund USO Stock Holding History

Kestra Advisory Services’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 		$660K Buy
+6,200
New +$812K ﹤0.01% 2121

Other funds holding USO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Kestra Advisory Services's USO Position: Q2 2026 in Review

Kestra Advisory Services increased its United States Oil Fund (USO) stake by 5.4% in Q2 2026, buying an estimated $229K and bringing the position to 33,950 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #1013.

Kestra Advisory Services first reported a position in USO in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.5M in Q4 2022. 42 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Kestra Advisory Services held 33,950 shares of United States Oil Fund worth $3.61M as of Q2 2026.
  • Kestra Advisory Services bought 1,746 United States Oil Fund shares in Q2 2026, an estimated $229K.
  • United States Oil Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1013 holding.
  • Kestra Advisory Services first reported a position in United States Oil Fund in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's United States Oil Fund position peaked at $17.5M in Q4 2022.
  • 42 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.