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

Brown Miller 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
2022 Q4	–	Sell	-32,321	Closed	-$490K	–	120
2022 Q3	$490K	Sell	32,321 -81	-0.2%	-$1.36K	0.35%	63
2022 Q2	$591K	Hold	32,402	–	–	0.4%	58
2022 Q1	$561K	Sell	32,402 -22	-0.1%	-$349	0.32%	62
2021 Q4	$439K	Sell	32,424 -4,004	-11%	-$56.4K	0.25%	73
2021 Q3	$499K	Hold	36,428	–	–	0.31%	66
2021 Q2	$469K	Buy	36,428 +14	+0%	+$164	0.3%	69
2021 Q1	$383K	Buy	+36,414	New	+$367K	0.27%	78

Other funds holding DBO

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Brown Miller Wealth Management's DBO Position: Q4 2022 in Review

Brown Miller Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q4 2022, closing a stake of 32,321 shares — an estimated $490K sold.

Brown Miller Wealth Management first reported a position in DBO in Q1 2021 and held it in 7 quarters. The position peaked at $591K in Q2 2022. 71 funds tracked by Wall St. Rank hold DBO as of Q4 2022.

Brown Miller Wealth Management reported no remaining Invesco DB Oil Fund position as of Q4 2022 after selling out during the quarter.
Brown Miller Wealth Management sold 32,321 Invesco DB Oil Fund shares in Q4 2022, an estimated $490K.
Brown Miller Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2021 and held it in 7 quarters.
Brown Miller Wealth Management's Invesco DB Oil Fund position peaked at $591K in Q2 2022.
71 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2022.

Based on Brown Miller Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.