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

Kestra Private Wealth 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	–	Sell	-6,000	Closed	-$764K	–	1914
2026 Q1	$764K	Buy	+6,000	New	+$532K	0.01%	978

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Truist Financial

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Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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T3 Companies New York $93.7M AUM

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Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return