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

Finer 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
2023 Q2	–	Sell	-18,245	Closed	-$266K	–	83
2023 Q1	$266K	Sell	18,245 -1,323	-7%	-$19.4K	0.22%	71
2022 Q4	$298K	Sell	19,568 -310	-2%	-$4.93K	0.28%	69
2022 Q3	$302K	Sell	19,878 -673	-3%	-$11.3K	0.3%	65
2022 Q2	$375K	Sell	20,551 -2,182	-10%	-$40.9K	0.34%	59
2022 Q1	$394K	Sell	22,733 -251	-1%	-$3.98K	0.32%	61
2021 Q4	$311K	Buy	+22,984	New	+$324K	0.26%	68

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 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

Finer Wealth Management's DBO Position: Q2 2023 in Review

Finer Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q2 2023, closing a stake of 18,245 shares — an estimated $266K sold.

Finer Wealth Management first reported a position in DBO in Q4 2021 and held it in 6 quarters. The position peaked at $394K in Q1 2022. 72 funds tracked by Wall St. Rank hold DBO as of Q2 2023.

Finer Wealth Management reported no remaining Invesco DB Oil Fund position as of Q2 2023 after selling out during the quarter.
Finer Wealth Management sold 18,245 Invesco DB Oil Fund shares in Q2 2023, an estimated $266K.
Finer Wealth Management first reported a position in Invesco DB Oil Fund in Q4 2021 and held it in 6 quarters.
Finer Wealth Management's Invesco DB Oil Fund position peaked at $394K in Q1 2022.
72 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2023.

Based on Finer Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.