Opal Wealth Advisors’s United States Oil Fund USO Stock Holding History

Opal Wealth Advisors’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,508	Closed	-$319K	–	561
2026 Q1	$319K	Buy	+2,508	New	+$222K	0.07%	140
2025 Q3	–	Sell	-2,508	Closed	-$183K	–	524
2025 Q2	$183K	Hold	2,508	–	–	0.05%	205
2025 Q1	$194K	Buy	+2,508	New	+$191K	0.06%	184
2024 Q3	–	Sell	-2,508	Closed	-$200K	–	1115
2024 Q2	$200K	Hold	2,508	–	–	0.06%	180
2024 Q1	$197K	Buy	+2,508	New	+$181K	0.07%	170
2023 Q4	–	Sell	-2,508	Closed	-$203K	–	176
2023 Q3	$203K	Buy	+2,508	New	+$185K	0.12%	136
2022 Q3	–	Sell	-2,508	Closed	-$202K	–	119
2022 Q2	$202K	Buy	+2,508	New	+$203K	0.13%	105

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Opal Wealth Advisors's USO Position: Q2 2026 in Review

Opal Wealth Advisors sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 2,508 shares — an estimated $319K sold.

Opal Wealth Advisors first reported a position in USO in Q2 2022 and held it in 7 quarters. The position peaked at $319K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Opal Wealth Advisors reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 2,508 United States Oil Fund shares in Q2 2026, an estimated $319K.
Opal Wealth Advisors first reported a position in United States Oil Fund in Q2 2022 and held it in 7 quarters.
Opal Wealth Advisors's United States Oil Fund position peaked at $319K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.