Laffer Tengler Investments’s United States Gasoline Fund UGA Stock Holding History

Laffer Tengler Investments’s Portfolio UGA Stock Details UGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,124	Closed	-$607K	–	447
2022 Q4	$607K	Buy	10,124 +5,880	+139%	+$339K	0.17%	126
2022 Q3	$224K	Buy	4,244 +799	+23%	+$46.6K	0.08%	169
2022 Q2	$234K	Buy	3,445 +454	+15%	+$30.3K	0.08%	165
2022 Q1	$167K	Sell	2,991 -2,877	-49%	-$146K	0.05%	206
2021 Q4	$240K	Buy	5,868 +674	+13%	+$27.5K	0.07%	185
2021 Q3	$199K	Buy	5,194 +1,934	+59%	+$70.2K	0.06%	220
2021 Q2	$117K	Buy	3,260 +1,367	+72%	+$46.3K	0.04%	194
2021 Q1	$59.6K	Buy	+1,893	New	+$55.9K	0.02%	270

Other funds holding UGA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Laffer Tengler Investments's UGA Position: Q1 2023 in Review

Laffer Tengler Investments sold out of United States Gasoline Fund (UGA) in Q1 2023, closing a stake of 10,124 shares — an estimated $607K sold.

Laffer Tengler Investments first reported a position in UGA in Q1 2021 and held it in 8 quarters. The position peaked at $607K in Q4 2022. 32 funds tracked by Wall St. Rank hold UGA as of Q1 2023.

Laffer Tengler Investments reported no remaining United States Gasoline Fund position as of Q1 2023 after selling out during the quarter.
Laffer Tengler Investments sold 10,124 United States Gasoline Fund shares in Q1 2023, an estimated $607K.
Laffer Tengler Investments first reported a position in United States Gasoline Fund in Q1 2021 and held it in 8 quarters.
Laffer Tengler Investments's United States Gasoline Fund position peaked at $607K in Q4 2022.
32 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.