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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
Q2 		– Sell
-5,360
Closed -$105K – 2702
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's DBO Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q2 2026, closing a stake of 5,360 shares — an estimated $105K sold.

AE Wealth Management first reported a position in DBO in Q2 2021 and held it in 7 quarters. The position peaked at $491K in Q1 2022. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco DB Oil Fund position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 5,360 Invesco DB Oil Fund shares in Q2 2026, an estimated $105K.
  • AE Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2021 and held it in 7 quarters.
  • AE Wealth Management's Invesco DB Oil Fund position peaked at $491K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.