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Kovack Advisors’s United States Oil Fund USO Stock Holding History

Kovack Advisors’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
-6,428
Closed -$814K – 1141
2026
Q1 		$814K Buy
6,428
+1,991
+45% +$176K 0.04% 430
2025
Q4 		$307K Buy
+4,437
New +$313K 0.01% 751
2024
Q3 		– Sell
-2,603
Closed -$207K – 619
2024
Q2 		$207K Sell
2,603
-675
-21% -$52.4K 0.02% 521
2024
Q1 		$258K Buy
+3,278
New +$237K 0.03% 386
2023
Q4 		– Sell
-2,603
Closed -$210K – 614
2023
Q3 		$210K Sell
2,603
-1,150
-31% -$84.8K 0.03% 471
2023
Q2 		$239K Buy
3,753
+400
+12% +$26.1K 0.03% 470
2023
Q1 		$223K Buy
+3,353
New +$224K 0.03% 486
2022
Q3 		– Sell
-2,606
Closed -$209K – 642
2022
Q2 		$209K Buy
+2,606
New +$211K 0.03% 562
2018
Q2 		– Sell
-1,593
Closed -$167K – 530
2018
Q1 		$167K Hold
1,593
– – 0.04% 446
2017
Q4 		$153K Buy
+1,593
New +$141K 0.04% 433

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

Kovack Advisors's USO Position: Q2 2026 in Review

Kovack Advisors sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 6,428 shares — an estimated $814K sold.

Kovack Advisors first reported a position in USO in Q4 2017 and held it in 10 quarters. The position peaked at $814K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Kovack Advisors reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 6,428 United States Oil Fund shares in Q2 2026, an estimated $814K.
  • Kovack Advisors first reported a position in United States Oil Fund in Q4 2017 and held it in 10 quarters.
  • Kovack Advisors's United States Oil Fund position peaked at $814K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.