Wealth Enhancement Advisory Services’s United States Oil Fund USO Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q4	–	Sell	-2,894	Closed	-$212K	–	3805
2025 Q3	$212K	Sell	2,894 -121	-4%	-$9.08K	﹤0.01%	3087
2025 Q2	$227K	Buy	+3,015	New	+$211K	﹤0.01%	2886
2025 Q1	–	Sell	-3,632	Closed	-$274K	–	3167
2024 Q4	$274K	Hold	3,632	–	–	﹤0.01%	2451
2024 Q3	$254K	Buy	+3,632	New	+$273K	﹤0.01%	2286

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's USO Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of United States Oil Fund (USO) in Q4 2025, closing a stake of 2,894 shares — an estimated $212K sold.

Wealth Enhancement Advisory Services first reported a position in USO in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 140 funds tracked by Wall St. Rank hold USO as of Q4 2025.

Wealth Enhancement Advisory Services reported no remaining United States Oil Fund position as of Q4 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 2,894 United States Oil Fund shares in Q4 2025, an estimated $212K.
Wealth Enhancement Advisory Services first reported a position in United States Oil Fund in Q3 2024 and held it in 4 quarters.
Wealth Enhancement Advisory Services's United States Oil Fund position peaked at $274K in Q4 2024.
140 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.