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

Avior 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
2025
Q1 		– Sell
-1,299
Closed -$18.6K – 1123
2024
Q4 		$18.6K Buy
1,299
+582
+81% +$8.42K ﹤0.01% 1429
2024
Q3 		$10K Buy
+717
New +$10.7K ﹤0.01% 1560

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

Avior Wealth Management's DBO Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q1 2025, closing a stake of 1,299 shares — an estimated $18.6K sold.

Avior Wealth Management first reported a position in DBO in Q3 2024 and held it in 2 quarters. The position peaked at $18.6K in Q4 2024. 56 funds tracked by Wall St. Rank hold DBO as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco DB Oil Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,299 Invesco DB Oil Fund shares in Q1 2025, an estimated $18.6K.
  • Avior Wealth Management first reported a position in Invesco DB Oil Fund in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Invesco DB Oil Fund position peaked at $18.6K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.