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

Apollon 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
2023
Q3 		– Sell
-18,890
Closed -$267K – 917
2023
Q2 		$267K Buy
+18,890
New +$270K 0.01% 772

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Apollon Wealth Management's DBO Position: Q3 2023 in Review

Apollon Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q3 2023, closing a stake of 18,890 shares — an estimated $267K sold.

Apollon Wealth Management first reported a position in DBO in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 74 funds tracked by Wall St. Rank hold DBO as of Q3 2023.

  • Apollon Wealth Management reported no remaining Invesco DB Oil Fund position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 18,890 Invesco DB Oil Fund shares in Q3 2023, an estimated $267K.
  • Apollon Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2023 and held it in 1 quarter.
  • Apollon Wealth Management's Invesco DB Oil Fund position peaked at $267K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.