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Merit Financial Group’s United States Gasoline Fund UGA Stock Holding History

Merit Financial Group’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
2026
Q2 		$3.84M Sell
37,323
-10,217
-21% -$1.11M 0.02% 504
2026
Q1 		$4.91M Buy
47,540
+1,278
+3% +$98.2K 0.04% 390
2025
Q4 		$2.86M Buy
+46,262
New +$2.98M 0.02% 518

Other funds holding UGA

PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's UGA Position: Q2 2026 in Review

Merit Financial Group reduced its United States Gasoline Fund (UGA) stake by 21% in Q2 2026, selling an estimated $1.11M and leaving 37,323 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #504.

Merit Financial Group first reported a position in UGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.91M in Q1 2026. 12 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

  • Merit Financial Group held 37,323 shares of United States Gasoline Fund worth $3.84M as of Q2 2026.
  • Merit Financial Group sold 10,217 United States Gasoline Fund shares in Q2 2026, an estimated $1.11M.
  • United States Gasoline Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #504 holding.
  • Merit Financial Group first reported a position in United States Gasoline Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's United States Gasoline Fund position peaked at $4.91M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.