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Aptus Capital Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Aptus Capital Advisors’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 		$23.6K Hold
1,335
– – ﹤0.01% 1495
2026
Q1 		$26.3K Hold
1,335
– – ﹤0.01% 1365
2025
Q4 		$16.3K Buy
+1,335
New +$17.1K ﹤0.01% 1445

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

Aptus Capital Advisors's DBO Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco DB Oil Fund (DBO) position steady in Q2 2026 at 1,335 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Aptus Capital Advisors first reported a position in DBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Aptus Capital Advisors held 1,335 shares of Invesco DB Oil Fund worth $23.6K as of Q2 2026.
  • Aptus Capital Advisors left its Invesco DB Oil Fund share count unchanged in Q2 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1495 holding.
  • Aptus Capital Advisors first reported a position in Invesco DB Oil Fund in Q4 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Invesco DB Oil Fund position peaked at $26.3K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.