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Arete Wealth Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Arete Wealth 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
2025
Q1 		– Sell
-124,573
Closed -$1.78M – 736
2024
Q4 		$1.78M Buy
+124,573
New +$1.8M 0.13% 168
2024
Q3 		– Sell
-65,662
Closed -$1.04M – 739
2024
Q2 		$1.04M Buy
65,662
+15,050
+30% +$234K 0.09% 225
2024
Q1 		$787K Buy
50,612
+1,929
+4% +$28.2K 0.07% 242
2023
Q4 		$677K Buy
+48,683
New +$772K 0.05% 330
2023
Q3 		– Sell
-29,563
Closed -$417K – 546
2023
Q2 		$417K Buy
+29,563
New +$423K 0.04% 405
2014
Q3 		– Sell
-15,705
Closed -$483K – 137
2014
Q2 		$483K Buy
+15,705
New +$462K 0.38% 68

Other funds holding DBO

Wells Fargo
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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arete Wealth Advisors's DBO Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Invesco DB Oil Fund (DBO) in Q1 2025, closing a stake of 124,573 shares — an estimated $1.78M sold.

Arete Wealth Advisors first reported a position in DBO in Q2 2014 and held it in 6 quarters. The position peaked at $1.78M in Q4 2024. 56 funds tracked by Wall St. Rank hold DBO as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Invesco DB Oil Fund position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 124,573 Invesco DB Oil Fund shares in Q1 2025, an estimated $1.78M.
  • Arete Wealth Advisors first reported a position in Invesco DB Oil Fund in Q2 2014 and held it in 6 quarters.
  • Arete Wealth Advisors's Invesco DB Oil Fund position peaked at $1.78M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.