PUREfi Wealth’s United States Oil Fund USO Stock Holding History

PUREfi Wealth’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 Q3	–	Sell	-2,350	Closed	-$250K	–	245
2026 Q2	$250K	Buy	+2,350	New	+$308K	0.14%	175

Other funds holding USO

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

PUREfi Wealth's USO Position: Q3 2026 in Review

PUREfi Wealth sold out of United States Oil Fund (USO) in Q3 2026, closing a stake of 2,350 shares — an estimated $250K sold.

PUREfi Wealth first reported a position in USO in Q2 2026 and held it in 1 quarter. The position peaked at $250K in Q2 2026. 28 funds tracked by Wall St. Rank hold USO as of Q3 2026.

PUREfi Wealth reported no remaining United States Oil Fund position as of Q3 2026 after selling out during the quarter.
PUREfi Wealth sold 2,350 United States Oil Fund shares in Q3 2026, an estimated $250K.
PUREfi Wealth first reported a position in United States Oil Fund in Q2 2026 and held it in 1 quarter.
PUREfi Wealth's United States Oil Fund position peaked at $250K in Q2 2026.
28 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.