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

Golden State 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 Q2	–	Sell	-245	Closed	-$4.82K	–	1638
2026 Q1	$4.82K	Buy	+245	New	+$3.79K	﹤0.01%	1223
2025 Q1	–	Sell	-58	Closed	-$830	–	1595
2024 Q4	$830	Buy	+58	New	+$839	﹤0.01%	1379
2020 Q2	–	Sell	-1,440	Closed	-$9K	–	395
2020 Q1	$9K	Buy	+1,440	New	+$12.3K	﹤0.01%	639
2019 Q2	–	Sell	-700	Closed	-$7K	–	1079
2019 Q1	$7K	Buy	+700	New	+$7K	﹤0.01%	837

Other funds holding DBO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Wealth Management's DBO Position: Q2 2026 in Review

Golden State Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q2 2026, closing a stake of 245 shares — an estimated $4.82K sold.

Golden State Wealth Management first reported a position in DBO in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q1 2020. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

Golden State Wealth Management reported no remaining Invesco DB Oil Fund position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 245 Invesco DB Oil Fund shares in Q2 2026, an estimated $4.82K.
Golden State Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Invesco DB Oil Fund position peaked at $9K in Q1 2020.
52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.