Global Retirement Partners’s Invesco DB Oil Fund DBO Stock Holding History

Global Retirement Partners’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
2025 Q4	$11K	Hold	900	–	–	﹤0.01%	3116
2025 Q3	$12.1K	Hold	900	–	–	﹤0.01%	2623
2025 Q2	$11.9K	Buy	+900	New	+$11.7K	﹤0.01%	2528
2024 Q4	$14.7K	Buy	1,025 +250	+32%	+$3.62K	﹤0.01%	2244
2024 Q3	$10.8K	Sell	775 -7,000	-90%	-$104K	﹤0.01%	2267
2024 Q2	$123K	Buy	+7,775	New	+$121K	﹤0.01%	1091
2024 Q1	–	Sell	-11,550	Closed	-$162K	–	3404
2023 Q4	$162K	Buy	+11,550	New	+$183K	0.01%	838

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $67.7B AUM 51.91% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's DBO Position: Q4 2025 in Review

Global Retirement Partners held its Invesco DB Oil Fund (DBO) position steady in Q4 2025 at 900 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Global Retirement Partners first reported a position in DBO in Q4 2023 and has held it in 7 quarters since. The position peaked at $162K in Q4 2023. 53 funds tracked by Wall St. Rank hold DBO as of Q4 2025.

Global Retirement Partners held 900 shares of Invesco DB Oil Fund worth $11K as of Q4 2025.
Global Retirement Partners left its Invesco DB Oil Fund share count unchanged in Q4 2025.
Invesco DB Oil Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3116 holding.
Global Retirement Partners first reported a position in Invesco DB Oil Fund in Q4 2023 and has held it in 7 quarters since.
Global Retirement Partners's Invesco DB Oil Fund position peaked at $162K in Q4 2023.
53 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.