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Papamarkou Wellner Asset Management’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Papamarkou Wellner Asset Management’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Hold
8,300
– – 0.19% 60
2025
Q4 		$288K Buy
+8,300
New +$338K 0.17% 68

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LWMI
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Papamarkou Wellner Asset Management's USG Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its USCF Gold Strategy Plus Income Fund (USG) position steady in Q1 2026 at 8,300 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #60.

Papamarkou Wellner Asset Management first reported a position in USG in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold USG as of Q1 2026.

  • Papamarkou Wellner Asset Management held 8,300 shares of USCF Gold Strategy Plus Income Fund worth $307K as of Q1 2026.
  • Papamarkou Wellner Asset Management left its USCF Gold Strategy Plus Income Fund share count unchanged in Q1 2026.
  • USCF Gold Strategy Plus Income Fund made up 0.19% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #60 holding.
  • Papamarkou Wellner Asset Management first reported a position in USCF Gold Strategy Plus Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.