Belpointe Asset Management’s Invesco DB Oil Fund DBO Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-800	Closed	-$11.7K	–	1205
2023 Q1	$11.7K	Hold	800	–	–	﹤0.01%	2626
2022 Q4	$12.2K	Buy	+800	New	+$12.7K	﹤0.01%	2509

Other funds holding DBO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

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

NFP

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Belpointe Asset Management's DBO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco DB Oil Fund (DBO) in Q2 2023, closing a stake of 800 shares — an estimated $11.7K sold.

Belpointe Asset Management first reported a position in DBO in Q4 2022 and held it in 2 quarters. The position peaked at $12.2K in Q4 2022. 72 funds tracked by Wall St. Rank hold DBO as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco DB Oil Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 800 Invesco DB Oil Fund shares in Q2 2023, an estimated $11.7K.
Belpointe Asset Management first reported a position in Invesco DB Oil Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco DB Oil Fund position peaked at $12.2K in Q4 2022.
72 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.