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 Q3	$240K	Hold	1,650	–	–	0.01%	486
2026 Q2	$202K	Buy	1,650 +43	+3%	+$5.64K	0.01%	549
2026 Q1	$205K	Buy	+1,607	New	+$142K	0.02%	469

Other funds holding USO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Harvest Fund Management Beijing, China $3.24B AUM 68.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

E Fund Management Guangzhou, China $4.53B AUM

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Triad Wealth Partners's USO Position: Q3 2026 in Review

Triad Wealth Partners held its United States Oil Fund (USO) position steady in Q3 2026 at 1,650 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #486.

Triad Wealth Partners first reported a position in USO in Q1 2026 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold USO as of Q3 2026.

Triad Wealth Partners held 1,650 shares of United States Oil Fund worth $240K as of Q3 2026.
Triad Wealth Partners left its United States Oil Fund share count unchanged in Q3 2026.
United States Oil Fund made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #486 holding.
Triad Wealth Partners first reported a position in United States Oil Fund in Q1 2026 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.