Realta Investment Advisors’s United States Natural Gas Fund UNG Stock Holding History

Realta Investment Advisors’s Portfolio UNG Stock Details UNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$649K	Buy	62,600 +9,089	+17%	+$94.7K	0.19%	113
2026 Q2	$627K	Sell	53,511 -2,489	-4%	-$27.8K	0.19%	113
2026 Q1	$657K	Buy	56,000 +7,000	+14%	+$86.4K	0.23%	101
2025 Q4	$601K	Buy	49,000 +28,500	+139%	+$384K	0.2%	106
2025 Q3	$268K	Buy	+20,500	New	+$275K	0.09%	162
2024 Q1	–	Sell	-7,295	Closed	-$148K	–	819
2023 Q4	$148K	Sell	7,295 -163	-2%	-$4.06K	0.03%	419
2023 Q3	$221K	Sell	7,458 -562	-7%	-$15.7K	0.05%	363
2023 Q2	$238K	Sell	8,020 -6	-0.1%	-$162	0.05%	360
2023 Q1	$223K	Buy	+8,026	New	+$291K	0.05%	366
2020 Q1	–	Sell	-63	Closed	-$4K	–	1321
2019 Q4	$4K	Hold	63	–	–	﹤0.01%	1406
2019 Q3	$5K	Hold	63	–	–	﹤0.01%	1340
2019 Q2	$5K	Hold	63	–	–	﹤0.01%	1391
2019 Q1	$6K	Buy	+63	New	+$6.3K	﹤0.01%	1040

Other funds holding UNG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Chiron Capital Management Tallahassee, Florida $101M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Realta Investment Advisors's UNG Position: Q3 2026 in Review

Realta Investment Advisors increased its United States Natural Gas Fund (UNG) stake by 17% in Q3 2026, buying an estimated $94.7K and bringing the position to 62,600 shares worth $649K. The position accounts for 0.19% of the portfolio, ranked #113.

Realta Investment Advisors first reported a position in UNG in Q1 2019 and has held it in 13 quarters since. The position peaked at $657K in Q1 2026. 13 funds tracked by Wall St. Rank hold UNG as of Q3 2026.

Realta Investment Advisors held 62,600 shares of United States Natural Gas Fund worth $649K as of Q3 2026.
Realta Investment Advisors bought 9,089 United States Natural Gas Fund shares in Q3 2026, an estimated $94.7K.
United States Natural Gas Fund made up 0.19% of Realta Investment Advisors's portfolio in Q3 2026, its #113 holding.
Realta Investment Advisors first reported a position in United States Natural Gas Fund in Q1 2019 and has held it in 13 quarters since.
Realta Investment Advisors's United States Natural Gas Fund position peaked at $657K in Q1 2026.
13 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.