AFG
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Allegheny Financial Group’s Invesco DB Oil Fund DBO Stock Holding History

Allegheny Financial Group’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 		$417K Sell
21,183
-415
-2% -$6.42K 0.06% 172
2025
Q4 		$264K Buy
21,598
+464
+2% +$5.95K 0.04% 223
2025
Q3 		$284K Buy
21,134
+1,656
+9% +$22.6K 0.05% 200
2025
Q2 		$258K Buy
19,478
+5,461
+39% +$70.8K 0.06% 203
2025
Q1 		$201K Hold
14,017
– – 0.05% 219
2024
Q4 		$201K Buy
14,017
+29
+0.2% +$420 0.05% 218
2024
Q3 		$195K Hold
13,988
– – 0.05% 233
2024
Q2 		$222K Hold
13,988
– – 0.06% 204
2024
Q1 		$217K Buy
+13,988
New +$204K 0.07% 189
2021
Q2 		– Sell
-10,109
Closed -$106K – 155
2021
Q1 		$106K Hold
10,109
– – 0.08% 98
2020
Q4 		$85K Buy
+10,109
New +$76.3K 0.05% 125

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return