Cerity Partners’s Invesco DB Oil Fund DBO Stock Holding History

Cerity Partners’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
2025 Q3	–	Sell	-21,116	Closed	-$279K	–	2779
2025 Q2	$279K	Hold	21,116	–	–	﹤0.01%	2187
2025 Q1	$303K	Hold	21,116	–	–	﹤0.01%	2010
2024 Q4	$302K	Hold	21,116	–	–	﹤0.01%	2030
2024 Q3	$295K	Hold	21,116	–	–	﹤0.01%	2075
2024 Q2	$335K	Hold	21,116	–	–	﹤0.01%	1762
2024 Q1	$328K	Hold	21,116	–	–	﹤0.01%	1819
2023 Q4	$294K	Hold	21,116	–	–	﹤0.01%	1524
2023 Q3	$373K	Buy	+21,116	New	+$343K	﹤0.01%	1076

Other funds holding DBO

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

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

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners's DBO Position: Q3 2025 in Review

Cerity Partners sold out of Invesco DB Oil Fund (DBO) in Q3 2025, closing a stake of 21,116 shares — an estimated $279K sold.

Cerity Partners first reported a position in DBO in Q3 2023 and held it in 8 quarters. The position peaked at $373K in Q3 2023. 50 funds tracked by Wall St. Rank hold DBO as of Q3 2025.

Cerity Partners reported no remaining Invesco DB Oil Fund position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 21,116 Invesco DB Oil Fund shares in Q3 2025, an estimated $279K.
Cerity Partners first reported a position in Invesco DB Oil Fund in Q3 2023 and held it in 8 quarters.
Cerity Partners's Invesco DB Oil Fund position peaked at $373K in Q3 2023.
50 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.