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

BankPlus 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
2026
Q2 		$186K Buy
+10,525
New +$219K 0.08% 125

Other funds holding DBO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

BankPlus Wealth Management's DBO Position: Q2 2026 in Review

BankPlus Wealth Management opened a new position in Invesco DB Oil Fund (DBO) in Q2 2026: 10,525 shares worth $186K. The stake represents 0.08% of the portfolio and ranks #125 among its holdings.

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

  • BankPlus Wealth Management held 10,525 shares of Invesco DB Oil Fund worth $186K as of Q2 2026.
  • Invesco DB Oil Fund was a new BankPlus Wealth Management position in Q2 2026.
  • Invesco DB Oil Fund made up 0.08% of BankPlus Wealth Management's portfolio in Q2 2026, its #125 holding.
  • 9 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.