BankPlus Wealth Management
DBO icon

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
Q3 		$240K Sell
10,125
-400
-4% -$8.7K 0.11% 106
2026
Q2 		$186K Buy
+10,525
New +$219K 0.08% 125

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BankPlus Wealth Management's DBO Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Invesco DB Oil Fund (DBO) stake by 3.8% in Q3 2026, selling an estimated $8.7K and leaving 10,125 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #106.

BankPlus Wealth Management first reported a position in DBO in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DBO as of Q3 2026.

  • BankPlus Wealth Management held 10,125 shares of Invesco DB Oil Fund worth $240K as of Q3 2026.
  • BankPlus Wealth Management sold 400 Invesco DB Oil Fund shares in Q3 2026, an estimated $8.7K.
  • Invesco DB Oil Fund made up 0.11% of BankPlus Wealth Management's portfolio in Q3 2026, its #106 holding.
  • BankPlus Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.