Financial Gravity Asset Management’s Invesco DB Oil Fund DBO Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-111	Closed	-$1.72K	–	1676
2024 Q1	$1.72K	Buy	+111	New	+$1.62K	﹤0.01%	1140
2023 Q3	–	Sell	-14	Closed	-$108	–	1372
2023 Q2	$108	Buy	+14	New	+$200	﹤0.01%	1288
2020 Q1	–	Sell	-3,096	Closed	-$33K	–	1168
2019 Q4	$33K	Buy	3,096 +1,306	+73%	+$13.1K	0.02%	826
2019 Q3	$17K	Sell	1,790 -1,508	-46%	-$14.8K	0.01%	495
2019 Q2	$33K	Buy	3,298 +2,362	+252%	+$24.5K	0.03%	397
2019 Q1	$10K	Buy	+936	New	+$9.36K	0.01%	550

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 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

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

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

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

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

Financial Gravity Asset Management's DBO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco DB Oil Fund (DBO) in Q2 2024, closing a stake of 111 shares — an estimated $1.72K sold.

Financial Gravity Asset Management first reported a position in DBO in Q1 2019 and held it in 6 quarters. The position peaked at $33K in Q4 2019. 67 funds tracked by Wall St. Rank hold DBO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco DB Oil Fund position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 111 Invesco DB Oil Fund shares in Q2 2024, an estimated $1.72K.
Financial Gravity Asset Management first reported a position in Invesco DB Oil Fund in Q1 2019 and held it in 6 quarters.
Financial Gravity Asset Management's Invesco DB Oil Fund position peaked at $33K in Q4 2019.
67 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.