NA
USL icon

NewEdge Advisors’s United States 12 Month Oil Fund, USL Stock Holding History

NewEdge Advisors’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$76 – 4163
2025
Q1 		$76 Hold
2
– – ﹤0.01% 3837
2024
Q4 		$76 Buy
+2
New +$74 ﹤0.01% 3800
2024
Q2 		– Sell
-4
Closed -$159 – 4009
2024
Q1 		$159 Hold
4
– – ﹤0.01% 3684
2023
Q4 		$140 Buy
+4
New +$149 ﹤0.01% 3622

Other funds holding USL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's USL Position: Q2 2025 in Review

NewEdge Advisors sold out of United States 12 Month Oil Fund, (USL) in Q2 2025, closing a stake of 2 shares — an estimated $76 sold.

NewEdge Advisors first reported a position in USL in Q4 2023 and held it in 4 quarters. The position peaked at $159 in Q1 2024. 17 funds tracked by Wall St. Rank hold USL as of Q2 2025.

  • NewEdge Advisors reported no remaining United States 12 Month Oil Fund, position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2 United States 12 Month Oil Fund, shares in Q2 2025, an estimated $76.
  • NewEdge Advisors first reported a position in United States 12 Month Oil Fund, in Q4 2023 and held it in 4 quarters.
  • NewEdge Advisors's United States 12 Month Oil Fund, position peaked at $159 in Q1 2024.
  • 17 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.