NWMG
UGA icon

National Wealth Management Group’s United States Gasoline Fund UGA Stock Holding History

National Wealth Management 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
Q1 		$701K Sell
6,780
-513
-7% -$39.4K 0.26% 89
2025
Q4 		$450K Sell
7,293
-70
-1% -$4.51K 0.16% 136
2025
Q3 		$475K Buy
7,363
+811
+12% +$51.5K 0.18% 131
2025
Q2 		$395K Sell
6,552
-1,179
-15% -$70.5K 0.22% 103
2025
Q1 		$497K Sell
7,731
-509
-6% -$32.2K 0.33% 74
2024
Q4 		$519K Sell
8,240
-1,391
-14% -$86K 0.35% 67
2024
Q3 		$563K Buy
+9,631
New +$610K 0.38% 62

Other funds holding UGA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $194M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return