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IFP Advisors’s Invesco DB Oil Fund DBO Stock Holding History

IFP Advisors’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 		$13.2K Hold
746
– – ﹤0.01% 3225
2026
Q1 		$14.7K Buy
+746
New +$11.5K ﹤0.01% 2952
2023
Q1 		– Sell
-1,272
Closed -$15K – 3601
2022
Q4 		$15K Sell
1,272
-37
-3% -$589 ﹤0.01% 3102
2022
Q3 		$16K Sell
1,309
-2,182
-63% -$36.8K ﹤0.01% 3275
2022
Q2 		$42K Hold
3,491
– – ﹤0.01% 2279
2022
Q1 		$42K Buy
3,491
+3,404
+3,913% +$54K ﹤0.01% 2279
2021
Q4 		$1K Buy
87
+35
+67% +$493 ﹤0.01% 2974
2021
Q3 		$2K Buy
52
+31
+148% +$394 ﹤0.01% 2833
2021
Q2 		$0 Hold
21
– – ﹤0.01% 3096
2021
Q1 		$0 Hold
21
– – ﹤0.01% 3044
2020
Q4 		$0 Hold
21
– – ﹤0.01% 2977
2020
Q3 		$0 Hold
21
– – ﹤0.01% 2862
2020
Q2 		$0 Buy
+21
New +$131 ﹤0.01% 2770
2019
Q4 		– Sell
-200
Closed -$2K – 2887
2019
Q3 		$2K Buy
+200
New +$1.96K ﹤0.01% 2672
2018
Q4 		– Sell
-5,675
Closed -$76K – 3590
2018
Q3 		$76K Sell
5,675
-9,616
-63% -$119K ﹤0.01% 1647
2018
Q2 		$191K Buy
15,291
+2,631
+21% +$31.2K 0.01% 1089
2018
Q1 		$128K Hold
12,660
– – 0.01% 1238
2017
Q4 		$128K Sell
12,660
-4,500
-26% -$42.2K 0.01% 1248
2017
Q3 		$151K Sell
17,160
-1,375
-7% -$11.4K 0.01% 1317
2017
Q2 		$150K Sell
18,535
-13,875
-43% -$116K 0.01% 1290
2017
Q1 		$285K Buy
32,410
+12,669
+64% +$115K 0.01% 927
2016
Q4 		$191K Sell
19,741
-17,199
-47% -$155K 0.01% 1080
2016
Q3 		$328K Sell
36,940
-17,185
-32% -$147K 0.02% 772
2016
Q2 		$496K Buy
+54,125
New +$468K 0.03% 546
2016
Q1 		– Sell
-38,029
Closed -$344K – 2586
2015
Q4 		$344K Buy
+38,029
New +$404K 0.02% 604

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's DBO Position: Q2 2026 in Review

IFP Advisors held its Invesco DB Oil Fund (DBO) position steady in Q2 2026 at 746 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

IFP Advisors first reported a position in DBO in Q4 2015 and has held it in 25 quarters since. The position peaked at $496K in Q2 2016. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • IFP Advisors held 746 shares of Invesco DB Oil Fund worth $13.2K as of Q2 2026.
  • IFP Advisors left its Invesco DB Oil Fund share count unchanged in Q2 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3225 holding.
  • IFP Advisors first reported a position in Invesco DB Oil Fund in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Invesco DB Oil Fund position peaked at $496K in Q2 2016.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.