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Triad Wealth Partners’s United States Oil Fund USO Stock Holding History

Triad Wealth Partners’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 		$202K Buy
1,650
+43
+3% +$5.63K 0.01% 549
2026
Q1 		$205K Buy
+1,607
New +$142K 0.02% 469

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Triad Wealth Partners's USO Position: Q2 2026 in Review

Triad Wealth Partners increased its United States Oil Fund (USO) stake by 2.7% in Q2 2026, buying an estimated $5.63K and bringing the position to 1,650 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #549.

Triad Wealth Partners first reported a position in USO in Q1 2026 and has held it in 2 quarters since. The position peaked at $205K in Q1 2026. 173 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Triad Wealth Partners held 1,650 shares of United States Oil Fund worth $202K as of Q2 2026.
  • Triad Wealth Partners bought 43 United States Oil Fund shares in Q2 2026, an estimated $5.63K.
  • United States Oil Fund made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #549 holding.
  • Triad Wealth Partners first reported a position in United States Oil Fund in Q1 2026 and has held it in 2 quarters since.
  • Triad Wealth Partners's United States Oil Fund position peaked at $205K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.