Avantax Advisory Services’s Invesco DB Oil Fund DBO Stock Holding History

Avantax Advisory Services’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 Q2	$161K	Sell	12,148 -583	-5%	-$7.56K	﹤0.01%	2241
2025 Q1	$182K	Sell	12,731 -727	-5%	-$10.5K	﹤0.01%	2116
2024 Q4	$193K	Sell	13,458 -244	-2%	-$3.53K	﹤0.01%	2062
2024 Q3	$191K	Sell	13,702 -110	-0.8%	-$1.64K	﹤0.01%	2008
2024 Q2	$219K	Sell	13,812 -263	-2%	-$4.08K	﹤0.01%	1901
2024 Q1	$219K	Buy	14,075 +502	+4%	+$7.34K	﹤0.01%	1493
2023 Q4	$189K	Buy	13,573 +969	+8%	+$15.4K	﹤0.01%	1487
2023 Q3	$222K	Sell	12,604 -3,031	-19%	-$49.3K	﹤0.01%	1370
2023 Q2	$221K	Sell	15,635 -1,253	-7%	-$17.9K	﹤0.01%	1353
2023 Q1	$246K	Sell	16,888 -69,709	-80%	-$1.02M	﹤0.01%	1259
2022 Q4	$1.32M	Buy	86,597 +73,083	+541%	+$1.16M	0.02%	536
2022 Q3	$205K	Buy	+13,514	New	+$228K	﹤0.01%	1204
2022 Q1	–	Sell	-43,128	Closed	-$584K	–	1297
2021 Q4	$584K	Sell	43,128 -16,616	-28%	-$234K	0.01%	708
2021 Q3	$819K	Sell	59,744 -84,263	-59%	-$1.07M	0.01%	550
2021 Q2	$1.86M	Sell	144,007 -9,950	-6%	-$117K	0.03%	341
2021 Q1	$1.62M	Sell	153,957 -12,989	-8%	-$131K	0.03%	329
2020 Q4	$1.41M	Sell	166,946 -12,832	-7%	-$96.9K	0.03%	329
2020 Q3	$1.29M	Sell	179,778 -8,503	-5%	-$62.7K	0.02%	465
2020 Q2	$1.31M	Buy	188,281 +71,344	+61%	+$445K	0.04%	296
2020 Q1	$716K	Buy	116,937 +78,796	+207%	+$671K	0.02%	356
2019 Q4	$407K	Buy	38,141 +1,771	+5%	+$17.8K	0.01%	537
2019 Q3	$344K	Sell	36,370 -1,070	-3%	-$10.5K	0.01%	400
2019 Q2	$376K	Sell	37,440 -1,650	-4%	-$17.1K	0.02%	351
2019 Q1	$411K	Sell	39,090 -1	-0%	-$10	0.02%	301
2018 Q4	$330K	Buy	+39,091	New	+$433K	0.06%	284

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's DBO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco DB Oil Fund (DBO) stake by 4.6% in Q2 2025, selling an estimated $7.56K and leaving 12,148 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Avantax Advisory Services first reported a position in DBO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.86M in Q2 2021. 50 funds tracked by Wall St. Rank hold DBO as of Q2 2025.

Avantax Advisory Services held 12,148 shares of Invesco DB Oil Fund worth $161K as of Q2 2025.
Avantax Advisory Services sold 583 Invesco DB Oil Fund shares in Q2 2025, an estimated $7.56K.
Invesco DB Oil Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2241 holding.
Avantax Advisory Services first reported a position in Invesco DB Oil Fund in Q4 2018 and has held it in 25 quarters since.
Avantax Advisory Services's Invesco DB Oil Fund position peaked at $1.86M in Q2 2021.
50 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.