Exit Wealth Advisors, LLC. UGA UNITED STS GASOLINE FD LP

Ownership history in Exit Wealth Advisors, LLC.  ·  4 quarters on record

AI Ownership Summary

Exit Wealth Advisors, LLC. reported UNITED STS GASOLINE FD LP (UGA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.06% in 2025 Q3. The latest visible filing shows UGA at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UGA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Exit Wealth Advisors, LLC.'s position in UNITED STS GASOLINE FD LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UGA was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Exit Wealth Advisors, LLC. held UGA — position size vs. price
% of Fund (quarterly)    UGA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 27,355 +7,059 +34.8% 1.28% $2.8M 2026-08-11 $118.95
2026 Q1 REDUCED 36.2% -0.8% 20,296 -11,498 -36.2% 1.08% $2.1M 2026-05-11 $119.57
2025 Q4 REDUCED 33.6% +67.4% 31,794 -16,103 -33.6% 1.16% $2.0M 2026-02-10 $69.98
2025 Q3 INITIATED 47,897 2.06% $3.1M 2025-11-14 $69.46

FAQ About Exit Wealth Advisors, LLC. and UGA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Exit Wealth Advisors, LLC. reported owning UGA?

Exit Wealth Advisors, LLC. reported UGA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported UGA position in Exit Wealth Advisors, LLC.'s portfolio?

The largest reported portfolio weight for UGA was 2.06% in 2025 Q3.

What is the latest reported UGA position on this page?

The most recent filing on this page is 2026 Q2, when Exit Wealth Advisors, LLC. reported 27,355 shares, equal to 1.28% of portfolio, with an estimated market value of $2.8M.

What does the chart on this UGA ownership page compare?

The chart compares Exit Wealth Advisors, LLC.'s quarterly UGA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Exit Wealth Advisors, LLC. time their UGA position?

Based on 13F filing dates vs. subsequent UGA price moves, Exit Wealth Advisors, LLC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UGA relative to SPY over the holding period was +70.1%.

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