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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

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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
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FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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. 71 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.
  • 71 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.