Stifel Financial
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Stifel Financial’s United States 12 Month Oil Fund, USL Stock Holding History

Stifel Financial’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
2023
Q2 		– Sell
-7,200
Closed -$243K – 3418
2023
Q1 		$243K Buy
+7,200
New +$244K ﹤0.01% 2943
2022
Q3 		– Sell
-5,825
Closed -$230K – 3390
2022
Q2 		$230K Hold
5,825
– – ﹤0.01% 2903
2022
Q1 		$216K Buy
+5,825
New +$196K ﹤0.01% 3076

Other funds holding USL

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
EST
EA Series Trust Newtown Square, Pennsylvania $2.84B AUM
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial's USL Position: Q2 2023 in Review

Stifel Financial sold out of United States 12 Month Oil Fund, (USL) in Q2 2023, closing a stake of 7,200 shares — an estimated $243K sold.

Stifel Financial first reported a position in USL in Q1 2022 and held it in 3 quarters. The position peaked at $243K in Q1 2023. 23 funds tracked by Wall St. Rank hold USL as of Q2 2023.

  • Stifel Financial reported no remaining United States 12 Month Oil Fund, position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 7,200 United States 12 Month Oil Fund, shares in Q2 2023, an estimated $243K.
  • Stifel Financial first reported a position in United States 12 Month Oil Fund, in Q1 2022 and held it in 3 quarters.
  • Stifel Financial's United States 12 Month Oil Fund, position peaked at $243K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.