Prospera Financial Services
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Prospera Financial Services’s United States Gasoline Fund UGA Stock Holding History

Prospera Financial 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
2023
Q1 		– Sell
-11,923
Closed -$715K – 1001
2022
Q4 		$715K Sell
11,923
-10,798
-48% -$622K 0.04% 447
2022
Q3 		$1.2M Buy
22,721
+123
+0.5% +$7.17K 0.06% 331
2022
Q2 		$1.53M Buy
22,598
+4
+0% +$267 0.08% 288
2022
Q1 		$1.26M Buy
+22,594
New +$1.15M 0.05% 374

Other funds holding UGA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Prospera Financial Services's UGA Position: Q1 2023 in Review

Prospera Financial Services sold out of United States Gasoline Fund (UGA) in Q1 2023, closing a stake of 11,923 shares — an estimated $715K sold.

Prospera Financial Services first reported a position in UGA in Q1 2022 and held it in 4 quarters. The position peaked at $1.53M in Q2 2022. 32 funds tracked by Wall St. Rank hold UGA as of Q1 2023.

  • Prospera Financial Services reported no remaining United States Gasoline Fund position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 11,923 United States Gasoline Fund shares in Q1 2023, an estimated $715K.
  • Prospera Financial Services first reported a position in United States Gasoline Fund in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's United States Gasoline Fund position peaked at $1.53M in Q2 2022.
  • 32 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.