Pettinga Financial Advisors LLC UGA — UNITED STS GASOLINE FD LP

Ownership history in Pettinga Financial Advisors LLC  ·  21 quarters on record

AI Ownership Summary

Pettinga Financial Advisors LLC reported UNITED STS GASOLINE FD LP (UGA) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2024 Q1. The latest visible filing shows UGA at 0.10% 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 UGA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pettinga Financial 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 Q1

UGA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

UGA stock page Pettinga Financial Advisors LLC fund profile Pettinga Financial Advisors LLC full holdings
How Pettinga Financial 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,119 -4,226 -45.2% 0.10% $529K 2026-04-13 $100.12
2025 Q4 REDUCED 42.4% +67.4% ❌ 9,345 -6,881 -42.4% 0.11% $577K 2026-02-12 $68.11
2025 Q3 REDUCED — — — 16,226 -475 -2.8% 0.20% $1.0M 2025-10-21 $61.31
2025 Q2 ADDED — — — 16,701 +275 +1.7% 0.22% $1.0M 2025-07-28 $62.77
2025 Q1 REDUCED — — — 16,426 -350 -2.1% 0.25% $1.1M 2025-05-02 $57.21
2024 Q4 ADDED — — — 16,776 +75 +0.4% 0.24% $1.1M 2025-02-18 $64.90
2024 Q3 ADDED — — — 16,701 +235 +1.4% 0.23% $976K 2024-10-23 $61.95
2024 Q2 ADDED — — — 16,466 +215 +1.3% 0.28% $1.1M 2024-07-25 $66.54
2024 Q1 ADDED — — — 16,251 +10,856 +201.2% 0.29% $1.2M 2024-04-18 $70.90
2023 Q4 REDUCED — — — 5,395 -61 -1.1% 0.09% $327K 2024-01-18 $62.70
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UGA

As of 2026 Q1 — sorted by position size

Exit Wealth Advisors, LLC. 1.08% Blue Capital, Inc. 0.76% Professional Financial Advisors, LLC 3Y 0.37% Synergy Asset Management, LLC 3Y 0.27% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.26% National Wealth Management Group, LLC 3Y 0.26% Tactive Advisors, LLC 0.26% Pinnacle Wealth Planning Services, Inc. 3Y 7Y 0.2% Capital Wealth Alliance, LLC 3Y 0.2% Three Seasons Wealth, LLC 0.16%

FAQ About Pettinga Financial 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 Pettinga Financial Advisors LLC reported owning UGA?

Pettinga Financial Advisors LLC reported UGA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UGA position in Pettinga Financial Advisors LLC's portfolio?

The largest reported portfolio weight for UGA was 0.29% in 2024 Q1.

What is the latest reported UGA position on this page?

The most recent filing on this page is 2026 Q1, when Pettinga Financial Advisors LLC reported 5,119 shares, equal to 0.10% of portfolio, with an estimated market value of $529K.

What does the chart on this UGA ownership page compare?

The chart compares Pettinga Financial 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 Pettinga Financial Advisors LLC time their UGA position?

Based on 13F filing dates vs. subsequent UGA price moves, Pettinga Financial Advisors LLC correctly timed 6 out of 20 reported position changes (30%). The annualised alpha on UGA relative to SPY over the holding period was +3.4%.

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