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

IHT 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 		– Sell
-39,302
Closed -$479K – 1277
2025
Q4 		$479K Buy
+39,302
New +$504K 0.01% 785
2018
Q2 		– Sell
-1,926
Closed -$21K – 627
2018
Q1 		$21K Hold
1,926
– – 0.01% 954
2017
Q4 		$20K Hold
1,926
– – 0.01% 987
2017
Q3 		$16K Buy
1,926
+540
+39% +$4.49K 0.01% 834
2017
Q2 		$300 Hold
1,386
– – 0.15% 176
2017
Q1 		$12K Hold
1,386
– – 0.01% 777
2016
Q4 		$13K Buy
+1,386
New +$12.5K 0.01% 743

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

IHT Wealth Management's DBO Position: Q1 2026 in Review

IHT Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q1 2026, closing a stake of 39,302 shares — an estimated $479K sold.

IHT Wealth Management first reported a position in DBO in Q4 2016 and held it in 7 quarters. The position peaked at $479K in Q4 2025. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • IHT Wealth Management reported no remaining Invesco DB Oil Fund position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 39,302 Invesco DB Oil Fund shares in Q1 2026, an estimated $479K.
  • IHT Wealth Management first reported a position in Invesco DB Oil Fund in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Invesco DB Oil Fund position peaked at $479K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.