AE Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History

AE Wealth Management’s Portfolio DBO Stock Details DBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Buy	5,360 +130	+2%	+$2.01K	﹤0.01%	1785
2025 Q4	$63.8K	Hold	5,230	–	–	﹤0.01%	1800
2025 Q3	$70.3K	Buy	+5,230	New	+$71.3K	﹤0.01%	1653
2022 Q2	–	Sell	-28,351	Closed	-$491K	–	1740
2022 Q1	$491K	Sell	28,351 -3,809	-12%	-$60.4K	﹤0.01%	1241
2021 Q4	$436K	Buy	32,160 +6,825	+27%	+$96.1K	﹤0.01%	1296
2021 Q3	$348K	Sell	25,335 -7,300	-22%	-$92.7K	﹤0.01%	1304
2021 Q2	$421K	Buy	+32,635	New	+$383K	﹤0.01%	1211

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's DBO Position: Q1 2026 in Review

AE Wealth Management increased its Invesco DB Oil Fund (DBO) stake by 2.5% in Q1 2026, buying an estimated $2.01K and bringing the position to 5,360 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

AE Wealth Management first reported a position in DBO in Q2 2021 and has held it in 7 quarters since. The position peaked at $491K in Q1 2022. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

AE Wealth Management held 5,360 shares of Invesco DB Oil Fund worth $105K as of Q1 2026.
AE Wealth Management bought 130 Invesco DB Oil Fund shares in Q1 2026, an estimated $2.01K.
Invesco DB Oil Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1785 holding.
AE Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2021 and has held it in 7 quarters since.
AE Wealth Management's Invesco DB Oil Fund position peaked at $491K in Q1 2022.
61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.