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

Cadence 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 		$193K Sell
10,943
-3,377
-24% -$70.3K 0.09% 62
2026
Q1 		$282K Buy
+14,320
New +$222K 0.12% 52
2025
Q3 		– Sell
-10,737
Closed -$142K – 59
2025
Q2 		$142K Buy
+10,737
New +$139K 0.09% 50

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cadence Wealth Management reduced its Invesco DB Oil Fund (DBO) stake by 24% in Q2 2026, selling an estimated $70.3K and leaving 10,943 shares worth $193K. The position accounts for 0.09% of the portfolio, ranked #62.

Cadence Wealth Management first reported a position in DBO in Q2 2025 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Cadence Wealth Management held 10,943 shares of Invesco DB Oil Fund worth $193K as of Q2 2026.
  • Cadence Wealth Management sold 3,377 Invesco DB Oil Fund shares in Q2 2026, an estimated $70.3K.
  • Invesco DB Oil Fund made up 0.09% of Cadence Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Cadence Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2025 and has held it in 3 quarters since.
  • Cadence Wealth Management's Invesco DB Oil Fund position peaked at $282K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.