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Steward Partners Investment Advisory’s United States 12 Month Natural Gas Fund UNL Stock Holding History

Steward Partners Investment Advisory’s Portfolio UNL Stock Details UNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-111
Closed -$952 – 3675
2023
Q4 		$952 Buy
+111
New +$1.13K ﹤0.01% 3310
2020
Q3 		– Sell
-11,000
Closed -$83K – 2854
2020
Q2 		$83K Buy
+11,000
New +$88.1K ﹤0.01% 1226

Other funds holding UNL

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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $480M AUM 32.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Steward Partners Investment Advisory's UNL Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of United States 12 Month Natural Gas Fund (UNL) in Q1 2024, closing a stake of 111 shares — an estimated $952 sold.

Steward Partners Investment Advisory first reported a position in UNL in Q2 2020 and held it in 2 quarters. The position peaked at $83K in Q2 2020. 20 funds tracked by Wall St. Rank hold UNL as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining United States 12 Month Natural Gas Fund position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 111 United States 12 Month Natural Gas Fund shares in Q1 2024, an estimated $952.
  • Steward Partners Investment Advisory first reported a position in United States 12 Month Natural Gas Fund in Q2 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's United States 12 Month Natural Gas Fund position peaked at $83K in Q2 2020.
  • 20 funds tracked by Wall St. Rank held United States 12 Month Natural Gas Fund as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.