Stratos Wealth Advisors’s United States Oil Fund USO Stock Holding History

Stratos Wealth Advisors’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
2024 Q4	–	Sell	-7,029	Closed	-$491K	–	774
2024 Q3	$491K	Hold	7,029	–	–	0.02%	505
2024 Q2	$559K	Sell	7,029 -2,500	-26%	-$194K	0.03%	443
2024 Q1	$750K	Hold	9,529	–	–	0.04%	380
2023 Q4	$635K	Hold	9,529	–	–	0.04%	415
2023 Q3	$771K	Sell	9,529 -2,529	-21%	-$186K	0.05%	359
2023 Q2	$766K	Buy	+12,058	New	+$786K	0.05%	353
2022 Q3	–	Sell	-6,453	Closed	-$518K	–	539
2022 Q2	$518K	Buy	+6,453	New	+$523K	0.05%	356

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Advisors's USO Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of United States Oil Fund (USO) in Q4 2024, closing a stake of 7,029 shares — an estimated $491K sold.

Stratos Wealth Advisors first reported a position in USO in Q2 2022 and held it in 7 quarters. The position peaked at $771K in Q3 2023. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

Stratos Wealth Advisors reported no remaining United States Oil Fund position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 7,029 United States Oil Fund shares in Q4 2024, an estimated $491K.
Stratos Wealth Advisors first reported a position in United States Oil Fund in Q2 2022 and held it in 7 quarters.
Stratos Wealth Advisors's United States Oil Fund position peaked at $771K in Q3 2023.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.