WealthPlan Investment Management’s United States Oil Fund USO Stock Holding History

WealthPlan Investment Management’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	$559K	Buy	+5,250	New	+$688K	0.03%	301

Other funds holding USO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

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

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

T3 Companies New York $93.7M AUM

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

WealthPlan Investment Management's USO Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in United States Oil Fund (USO) in Q2 2026: 5,250 shares worth $559K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings.

42 funds tracked by Wall St. Rank hold USO as of Q2 2026.

WealthPlan Investment Management held 5,250 shares of United States Oil Fund worth $559K as of Q2 2026.
United States Oil Fund was a new WealthPlan Investment Management position in Q2 2026.
United States Oil Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #301 holding.
42 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.