IFP Advisors, Inc USL β€” UNITED STATES 12 MONTH OIL FUND, LP

Ownership history in IFP Advisors, Inc  Β·  10 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported UNITED STATES 12 MONTH OIL FUND, LP (USL) in 10 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows USL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in UNITED STATES 12 MONTH OIL FUND, 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 Q1

USL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 IFP Advisors, Inc held USL β€” position size vs. price
% of Fund (quarterly)    USL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 126 +101 +404.0% 0.00% $6K 2026-04-13 $50.09
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding USL

As of 2026 Q1 β€” sorted by position size

Roxbury Financial LLC 0.17% Balentine LLC 3Y 7Y 0.03% AdvisorNet Financial, Inc 3Y 7Y 0.0%

FAQ About IFP Advisors, Inc and USL

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

How long has IFP Advisors, Inc reported owning USL?

IFP Advisors, Inc reported USL across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported USL position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for USL was 0.00% in 2026 Q1.

What is the latest reported USL position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 126 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this USL ownership page compare?

The chart compares IFP Advisors, Inc's quarterly USL 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 IFP Advisors, Inc time their USL position?

Based on 13F filing dates vs. subsequent USL price moves, IFP Advisors, Inc correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on USL relative to SPY over the holding period was +14.0%.

← Back to IFP Advisors, Inc Holdings