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 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 $530B AUM 22.01% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

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

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

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

Cornerstone Wealth Management opened a new position in Invesco DB Oil Fund (DBO) in Q1 2026: 10,400 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in DBO as recently as Q1 2025.

Cornerstone Wealth Management first reported a position in DBO in Q4 2023 and has held it in 7 quarters since. The position peaked at $217K in Q2 2024. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

Cornerstone Wealth Management held 10,400 shares of Invesco DB Oil Fund worth $205K as of Q1 2026.
Invesco DB Oil Fund was a new Cornerstone Wealth Management position in Q1 2026.
Invesco DB Oil Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #677 holding.
Cornerstone Wealth Management first reported a position in Invesco DB Oil Fund in Q4 2023 and has held it in 7 quarters since.
Cornerstone Wealth Management's Invesco DB Oil Fund position peaked at $217K in Q2 2024.
61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.