Pinnacle Wealth Planning Services’s United States Gasoline Fund UGA Stock Holding History

Pinnacle Wealth Planning Services’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	$1.96M	Hold	19,000	–	–	0.19%	70
2026 Q1	$1.96M	Hold	19,000	–	–	0.2%	58
2025 Q4	$1.17M	Hold	19,000	–	–	0.12%	89
2025 Q3	$1.23M	Hold	19,000	–	–	0.14%	86
2025 Q2	$1.14M	Hold	19,000	–	–	0.15%	86
2025 Q1	$1.22M	Hold	19,000	–	–	0.18%	66
2024 Q4	$1.2M	Hold	19,000	–	–	0.18%	67
2024 Q3	$1.11M	Hold	19,000	–	–	0.15%	91
2024 Q2	$1.28M	Hold	19,000	–	–	0.18%	74
2024 Q1	$1.35M	Hold	19,000	–	–	0.2%	75
2023 Q4	$1.15M	Hold	19,000	–	–	0.18%	84
2023 Q3	$1.29M	Hold	19,000	–	–	0.21%	68
2023 Q2	$1.19M	Hold	19,000	–	–	0.19%	80
2023 Q1	$1.16M	Hold	19,000	–	–	0.19%	78
2022 Q4	$1.14M	Hold	19,000	–	–	0.2%	76
2022 Q3	$1M	Hold	19,000	–	–	0.19%	80
2022 Q2	$1.29M	Hold	19,000	–	–	0.23%	67
2022 Q1	$1.06M	Hold	19,000	–	–	0.19%	86
2021 Q4	$778K	Hold	19,000	–	–	0.15%	103
2021 Q3	$729K	Hold	19,000	–	–	0.16%	97
2021 Q2	$681K	Sell	19,000 -5,000	-21%	-$169K	0.16%	102
2021 Q1	$756K	Hold	24,000	–	–	0.19%	89
2020 Q4	$583K	Hold	24,000	–	–	0.14%	97
2020 Q3	$478K	Hold	24,000	–	–	0.16%	106
2020 Q2	$455K	Hold	24,000	–	–	0.15%	115
2020 Q1	$242K	Buy	+24,000	New	+$601K	0.11%	163

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

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's UGA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its United States Gasoline Fund (UGA) position steady in Q2 2026 at 19,000 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #70.

Pinnacle Wealth Planning Services first reported a position in UGA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.96M in Q1 2026. 43 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

Pinnacle Wealth Planning Services held 19,000 shares of United States Gasoline Fund worth $1.96M as of Q2 2026.
Pinnacle Wealth Planning Services left its United States Gasoline Fund share count unchanged in Q2 2026.
United States Gasoline Fund made up 0.19% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #70 holding.
Pinnacle Wealth Planning Services first reported a position in United States Gasoline Fund in Q1 2020 and has held it in 26 quarters since.
Pinnacle Wealth Planning Services's United States Gasoline Fund position peaked at $1.96M in Q1 2026.
43 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.