Wealth Enhancement Advisory Services
USO icon

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
2026
Q3 		$107K Buy
+723
New +$95.5K ﹤0.01% 3927
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

RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's USO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in United States Oil Fund (USO) in Q3 2026: 723 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #3927 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in USO as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in USO in Q3 2024 and has held it in 5 quarters since. The position peaked at $274K in Q4 2024. 16 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 723 shares of United States Oil Fund worth $107K as of Q3 2026.
  • United States Oil Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • United States Oil Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3927 holding.
  • Wealth Enhancement Advisory Services first reported a position in United States Oil Fund in Q3 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's United States Oil Fund position peaked at $274K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.