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 Q2	$591K	Sell	5,742 -1,038	-15%	-$112K	0.18%	104
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EWA

Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $158M AUM 33.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

National Wealth Management Group's UGA Position: Q2 2026 in Review

National Wealth Management Group reduced its United States Gasoline Fund (UGA) stake by 15% in Q2 2026, selling an estimated $112K and leaving 5,742 shares worth $591K. The position accounts for 0.18% of the portfolio, ranked #104.

National Wealth Management Group first reported a position in UGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $701K in Q1 2026. 43 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

National Wealth Management Group held 5,742 shares of United States Gasoline Fund worth $591K as of Q2 2026.
National Wealth Management Group sold 1,038 United States Gasoline Fund shares in Q2 2026, an estimated $112K.
United States Gasoline Fund made up 0.18% of National Wealth Management Group's portfolio in Q2 2026, its #104 holding.
National Wealth Management Group first reported a position in United States Gasoline Fund in Q3 2024 and has held it in 8 quarters since.
National Wealth Management Group's United States Gasoline Fund position peaked at $701K in Q1 2026.
43 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.