LPL Financial’s United States 12 Month Natural Gas Fund UNL Stock Holding History

LPL Financial’s Portfolio UNL Stock Details UNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,545	Closed	-$179K	–	4798
2023 Q2	$179K	Sell	15,545 -8,321	-35%	-$92.5K	﹤0.01%	4189
2023 Q1	$276K	Sell	23,866 -1,164	-5%	-$15.3K	﹤0.01%	3805
2022 Q4	$431K	Sell	25,030 -38	-0.2%	-$800	﹤0.01%	3388
2022 Q3	$553K	Sell	25,068 -1,460	-6%	-$35.2K	﹤0.01%	3064
2022 Q2	$479K	Buy	+26,528	New	+$618K	﹤0.01%	3245

Other funds holding UNL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

LPL Financial's UNL Position: Q3 2023 in Review

LPL Financial sold out of United States 12 Month Natural Gas Fund (UNL) in Q3 2023, closing a stake of 15,545 shares — an estimated $179K sold.

LPL Financial first reported a position in UNL in Q2 2022 and held it in 5 quarters. The position peaked at $553K in Q3 2022. 14 funds tracked by Wall St. Rank hold UNL as of Q3 2023.

LPL Financial reported no remaining United States 12 Month Natural Gas Fund position as of Q3 2023 after selling out during the quarter.
LPL Financial sold 15,545 United States 12 Month Natural Gas Fund shares in Q3 2023, an estimated $179K.
LPL Financial first reported a position in United States 12 Month Natural Gas Fund in Q2 2022 and held it in 5 quarters.
LPL Financial's United States 12 Month Natural Gas Fund position peaked at $553K in Q3 2022.
14 funds tracked by Wall St. Rank held United States 12 Month Natural Gas Fund as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.