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Mutual Advisors’s United States Gasoline Fund UGA Stock Holding History

Mutual Advisors’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
2024
Q2 		– Sell
-12,750
Closed -$904K – 1162
2024
Q1 		$904K Buy
+12,750
New +$837K 0.03% 506

Other funds holding UGA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Mutual Advisors's UGA Position: Q2 2024 in Review

Mutual Advisors sold out of United States Gasoline Fund (UGA) in Q2 2024, closing a stake of 12,750 shares — an estimated $904K sold.

Mutual Advisors first reported a position in UGA in Q1 2024 and held it in 1 quarter. The position peaked at $904K in Q1 2024. 42 funds tracked by Wall St. Rank hold UGA as of Q2 2024.

  • Mutual Advisors reported no remaining United States Gasoline Fund position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 12,750 United States Gasoline Fund shares in Q2 2024, an estimated $904K.
  • Mutual Advisors first reported a position in United States Gasoline Fund in Q1 2024 and held it in 1 quarter.
  • Mutual Advisors's United States Gasoline Fund position peaked at $904K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.