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Milestone Asset Management’s United States Gasoline Fund UGA Stock Holding History

Milestone Asset Management’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
2025
Q1 		– Sell
-31,974
Closed -$2.01M – 253
2024
Q4 		$2.01M Buy
31,974
+10,808
+51% +$668K 0.44% 59
2024
Q3 		$1.24M Buy
21,166
+10,770
+104% +$682K 0.28% 77
2024
Q2 		$703K Sell
10,396
-5,359
-34% -$366K 0.18% 109
2024
Q1 		$1.12M Buy
+15,755
New +$1.03M 0.32% 72

Other funds holding UGA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
EHP Funds Inc
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Asset Management's UGA Position: Q1 2025 in Review

Milestone Asset Management sold out of United States Gasoline Fund (UGA) in Q1 2025, closing a stake of 31,974 shares — an estimated $2.01M sold.

Milestone Asset Management first reported a position in UGA in Q1 2024 and held it in 4 quarters. The position peaked at $2.01M in Q4 2024. 44 funds tracked by Wall St. Rank hold UGA as of Q1 2025.

  • Milestone Asset Management reported no remaining United States Gasoline Fund position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 31,974 United States Gasoline Fund shares in Q1 2025, an estimated $2.01M.
  • Milestone Asset Management first reported a position in United States Gasoline Fund in Q1 2024 and held it in 4 quarters.
  • Milestone Asset Management's United States Gasoline Fund position peaked at $2.01M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.