POIA
USOY

Pin Oak Investment Advisors’s Defiance Oil Enhanced Options Income ETF USOY Stock Holding History

Pin Oak Investment Advisors’s Portfolio USOY Stock Details USOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-65
Closed – – 522
2025
Q2 		$0 Hold
65
– – ﹤0.01% 490
2025
Q1 		$1K Hold
65
– – ﹤0.01% 439
2024
Q4 		$1K Hold
65
– – ﹤0.01% 461
2024
Q3 		$0 Buy
65
+30
+86% +$510 ﹤0.01% 508
2024
Q2 		$1K Buy
+35
New +$685 ﹤0.01% 463

Other funds holding USOY

PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pin Oak Investment Advisors's USOY Position: Q3 2025 in Review

Pin Oak Investment Advisors sold out of Defiance Oil Enhanced Options Income ETF (USOY) in Q3 2025, closing a stake of 65 shares.

Pin Oak Investment Advisors first reported a position in USOY in Q2 2024 and held it in 5 quarters. The position peaked at $1K in Q1 2025. 9 funds tracked by Wall St. Rank hold USOY as of Q3 2025.

  • Pin Oak Investment Advisors reported no remaining Defiance Oil Enhanced Options Income ETF position as of Q3 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 65 Defiance Oil Enhanced Options Income ETF shares in Q3 2025.
  • Pin Oak Investment Advisors first reported a position in Defiance Oil Enhanced Options Income ETF in Q2 2024 and held it in 5 quarters.
  • Pin Oak Investment Advisors's Defiance Oil Enhanced Options Income ETF position peaked at $1K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Defiance Oil Enhanced Options Income ETF as of Q3 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.