CWP
DBO icon

Capital Wealth Planning’s Invesco DB Oil Fund DBO Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-48,768
Closed -$629K – 122
2021
Q2 		$629K Buy
+48,768
New +$573K 0.02% 64

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Capital Wealth Planning's DBO Position: Q3 2021 in Review

Capital Wealth Planning sold out of Invesco DB Oil Fund (DBO) in Q3 2021, closing a stake of 48,768 shares — an estimated $629K sold.

Capital Wealth Planning first reported a position in DBO in Q2 2021 and held it in 1 quarter. The position peaked at $629K in Q2 2021. 77 funds tracked by Wall St. Rank hold DBO as of Q3 2021.

  • Capital Wealth Planning reported no remaining Invesco DB Oil Fund position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 48,768 Invesco DB Oil Fund shares in Q3 2021, an estimated $629K.
  • Capital Wealth Planning first reported a position in Invesco DB Oil Fund in Q2 2021 and held it in 1 quarter.
  • Capital Wealth Planning's Invesco DB Oil Fund position peaked at $629K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.