CWM
DBO icon

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
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 $530B AUM 22.01% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cadence Wealth Management's DBO Position: Q1 2026 in Review

Cadence Wealth Management opened a new position in Invesco DB Oil Fund (DBO) in Q1 2026: 14,320 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #52 among its holdings. This is a return to the name: Cadence Wealth Management previously reported a position in DBO as recently as Q2 2025.

Cadence Wealth Management first reported a position in DBO in Q2 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • Cadence Wealth Management held 14,320 shares of Invesco DB Oil Fund worth $282K as of Q1 2026.
  • Invesco DB Oil Fund was a new Cadence Wealth Management position in Q1 2026.
  • Invesco DB Oil Fund made up 0.12% of Cadence Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Cadence Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2025 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.