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

Cornerstone 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	$177K	Sell	10,000 -400	-4%	-$8.33K	0.01%	722
2026 Q1	$205K	Buy	+10,400	New	+$161K	0.01%	677
2025 Q2	–	Sell	-13,500	Closed	-$193K	–	653
2025 Q1	$193K	Hold	13,500	–	–	0.01%	582
2024 Q4	$193K	Sell	13,500 -165	-1%	-$2.39K	0.01%	563
2024 Q3	$191K	Hold	13,665	–	–	0.01%	548
2024 Q2	$217K	Hold	13,665	–	–	0.02%	509
2024 Q1	$212K	Hold	13,665	–	–	0.02%	507
2023 Q4	$190K	Buy	+13,665	New	+$217K	0.02%	504

Other funds holding DBO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Invesco DB Oil Fund (DBO) stake by 3.8% in Q2 2026, selling an estimated $8.33K and leaving 10,000 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #722.

Cornerstone Wealth Management first reported a position in DBO in Q4 2023 and has held it in 8 quarters since. The position peaked at $217K in Q2 2024. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

Cornerstone Wealth Management held 10,000 shares of Invesco DB Oil Fund worth $177K as of Q2 2026.
Cornerstone Wealth Management sold 400 Invesco DB Oil Fund shares in Q2 2026, an estimated $8.33K.
Invesco DB Oil Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #722 holding.
Cornerstone Wealth Management first reported a position in Invesco DB Oil Fund in Q4 2023 and has held it in 8 quarters since.
Cornerstone Wealth Management's Invesco DB Oil Fund position peaked at $217K in Q2 2024.
52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.