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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
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 – 337
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Wealth Management's DBO Position: Q1 2026 in Review

Golden State Wealth Management opened a new position in Invesco DB Oil Fund (DBO) in Q1 2026: 245 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in DBO as recently as Q4 2024.

Golden State Wealth Management first reported a position in DBO in Q1 2019 and has held it in 4 quarters since. The position peaked at $9K in Q1 2020. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • Golden State Wealth Management held 245 shares of Invesco DB Oil Fund worth $4.82K as of Q1 2026.
  • Invesco DB Oil Fund was a new Golden State Wealth Management position in Q1 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1223 holding.
  • Golden State Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2019 and has held it in 4 quarters since.
  • Golden State Wealth Management's Invesco DB Oil Fund position peaked at $9K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.