Sound Income Strategies’s United States Oil Fund USO Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-84	Closed	-$10.4K	–	2297
2026 Q1	$10.4K	Buy	+84	New	+$7.45K	﹤0.01%	1488
2024 Q4	–	Sell	-187	Closed	-$13.1K	–	1549
2024 Q3	$13.1K	Sell	187 -100	-35%	-$7.51K	﹤0.01%	731
2024 Q2	$22.8K	Buy	+287	New	+$22.3K	﹤0.01%	605
2023 Q2	–	Sell	-15	Closed	-$997	–	1168
2023 Q1	$997	Buy	+15	New	+$1K	﹤0.01%	933
2020 Q3	–	Sell	-18	Closed	-$1K	–	944
2020 Q2	$1K	Sell	18 -1	-5%	-$27	﹤0.01%	744
2020 Q1	$1K	Buy	+19	New	+$1.46K	﹤0.01%	716

Other funds holding USO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

T3 Companies New York $93.7M AUM

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Sound Income Strategies's USO Position: Q2 2026 in Review

Sound Income Strategies sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 84 shares — an estimated $10.4K sold.

Sound Income Strategies first reported a position in USO in Q1 2020 and held it in 6 quarters. The position peaked at $22.8K in Q2 2024. 44 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Sound Income Strategies reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 84 United States Oil Fund shares in Q2 2026, an estimated $10.4K.
Sound Income Strategies first reported a position in United States Oil Fund in Q1 2020 and held it in 6 quarters.
Sound Income Strategies's United States Oil Fund position peaked at $22.8K in Q2 2024.
44 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.