This page summarizes the UGA holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UGA is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing UGA Share Count
Pettinga Financial Advisors LLC 5,395
16,251
+ 10,856 + 201.22%
Cambridge Investment Research Advisors Inc. 71,132
153,818
+ 82,686 + 116.24%
Roman Butler Fullerton & Co. 3,169
5,601
+ 2,432 + 76.74%
13F Filers Reporting New Positions In UGA
Proequities Inc. 0
0
UNCH 100%
U S Global Investors Inc. 0
1,700
+ 1,700 + 100%
Private Trust Co. NA 0
30
+ 30 + 100%
Mutual Advisors LLC 0
12,750
+ 12,750 + 100%
Sound Income Strategies LLC 0
129
+ 129 + 100%
Geneos Wealth Management Inc. 0
664
+ 664 + 100%
Professional Financial Advisors LLC 0
10,313
+ 10,313 + 100%
Milestone Asset Management LLC 0
15,755
+ 15,755 + 100%
13F Filers With Unchanged Share Count
Benjamin F. Edwards & Company Inc. 100
100
UNCH 0.00%
Allworth Financial LP 849
849
UNCH 0.00%
Larson Financial Group LLC 1,000
1,000
UNCH 0.00%
Rosenberg Matthew Hamilton 814
814
UNCH 0.00%
13F Filers Decreasing UGA Share Count
Commonwealth Equity Services LLC 152,630
148,892
- 3,738 - 2.45%
13F Filers Exiting UGA
Cutler Group LP 250
0
- 250 - 100.00%
Simplex Trading LLC 174
0
- 174 - 100.00%
See Summary: Institutional Holders of UGA Top 10 Hedge Funds Holding UGA
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