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Retirement Group’s United States 12 Month Oil Fund, USL Stock Holding History

Retirement Group’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$56.6K Hold
1,420
– – 0.02% 220
2023
Q4 		$49.9K Hold
1,420
– – 0.02% 223
2023
Q3 		$56.9K Hold
1,420
– – 0.02% 187
2023
Q2 		$46.3K Hold
1,420
– – 0.02% 214
2023
Q1 		$48K Buy
+1,420
New +$48.1K 0.02% 200

Other funds holding USL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Group's USL Position: Q1 2024 in Review

Retirement Group held its United States 12 Month Oil Fund, (USL) position steady in Q1 2024 at 1,420 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #220.

Retirement Group first reported a position in USL in Q1 2023 and has held it in 5 quarters since. The position peaked at $56.9K in Q3 2023. 24 funds tracked by Wall St. Rank hold USL as of Q1 2024.

  • Retirement Group held 1,420 shares of United States 12 Month Oil Fund, worth $56.6K as of Q1 2024.
  • Retirement Group left its United States 12 Month Oil Fund, share count unchanged in Q1 2024.
  • United States 12 Month Oil Fund, made up 0.02% of Retirement Group's portfolio in Q1 2024, its #220 holding.
  • Retirement Group first reported a position in United States 12 Month Oil Fund, in Q1 2023 and has held it in 5 quarters since.
  • Retirement Group's United States 12 Month Oil Fund, position peaked at $56.9K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.