Steward Partners Investment Advisory’s United States Gasoline Fund UGA Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	–	Sell	-251	Closed	-$25.9K	–	4864
2026 Q1	$25.9K	Sell	251 -241	-49%	-$18.5K	﹤0.01%	3108
2025 Q4	$30.4K	Buy	+492	New	+$31.7K	﹤0.01%	2941
2025 Q2	–	Sell	-41	Closed	-$2.63K	–	4246
2025 Q1	$2.63K	Sell	41 -10	-20%	-$633	﹤0.01%	3578
2024 Q4	$3.21K	Buy	+51	New	+$3.15K	﹤0.01%	3500
2022 Q3	–	Sell	-300	Closed	-$20K	–	3386
2022 Q2	$20K	Buy	+300	New	+$20K	﹤0.01%	2234
2020 Q3	–	Sell	-177	Closed	-$3K	–	2853
2020 Q2	$3K	Hold	177	–	–	﹤0.01%	2422
2020 Q1	$1K	Hold	177	–	–	﹤0.01%	2431
2019 Q4	$5K	Hold	177	–	–	﹤0.01%	2258
2019 Q3	$5K	Hold	177	–	–	﹤0.01%	2262
2019 Q2	$5K	Buy	+177	New	+$5.42K	﹤0.01%	2239
2018 Q4	–	Sell	-177	Closed	-$6K	–	2079
2018 Q3	$6K	Hold	177	–	–	﹤0.01%	2079
2018 Q2	$6K	Hold	177	–	–	﹤0.01%	1947
2018 Q1	$5K	Hold	177	–	–	﹤0.01%	1813
2017 Q4	$5K	Buy	+177	New	+$5.42K	﹤0.01%	1528

Other funds holding UGA

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EWA

Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $158M AUM 33.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's UGA Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of United States Gasoline Fund (UGA) in Q2 2026, closing a stake of 251 shares — an estimated $25.9K sold.

Steward Partners Investment Advisory first reported a position in UGA in Q4 2017 and held it in 14 quarters. The position peaked at $30.4K in Q4 2025. 43 funds tracked by Wall St. Rank hold UGA as of Q2 2026.

Steward Partners Investment Advisory reported no remaining United States Gasoline Fund position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 251 United States Gasoline Fund shares in Q2 2026, an estimated $25.9K.
Steward Partners Investment Advisory first reported a position in United States Gasoline Fund in Q4 2017 and held it in 14 quarters.
Steward Partners Investment Advisory's United States Gasoline Fund position peaked at $30.4K in Q4 2025.
43 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.