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Asset Planning Inc’s Invesco DB Oil Fund DBO Stock Holding History

Asset Planning Inc’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 		$17.6K Buy
+1,000
New +$20.8K 0.01% 219

Other funds holding DBO

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EFM
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PP
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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

Asset Planning Inc's DBO Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Invesco DB Oil Fund (DBO) in Q2 2026: 1,000 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Asset Planning Inc held 1,000 shares of Invesco DB Oil Fund worth $17.6K as of Q2 2026.
  • Invesco DB Oil Fund was a new Asset Planning Inc position in Q2 2026.
  • Invesco DB Oil Fund made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #219 holding.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.