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

Financial Gravity Companies’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
Q4 		– Sell
-35
Closed -$489 – 984
2024
Q3 		$489 Buy
+35
New +$521 ﹤0.01% 590
2018
Q4 		$1K Buy
+134
New +$1.49K ﹤0.01% 1061

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Financial Gravity Companies's DBO Position: Q4 2024 in Review

Financial Gravity Companies sold out of Invesco DB Oil Fund (DBO) in Q4 2024, closing a stake of 35 shares — an estimated $489 sold.

Financial Gravity Companies first reported a position in DBO in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 61 funds tracked by Wall St. Rank hold DBO as of Q4 2024.

  • Financial Gravity Companies reported no remaining Invesco DB Oil Fund position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 35 Invesco DB Oil Fund shares in Q4 2024, an estimated $489.
  • Financial Gravity Companies first reported a position in Invesco DB Oil Fund in Q4 2018 and held it in 2 quarters.
  • Financial Gravity Companies's Invesco DB Oil Fund position peaked at $1K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.