Independent Advisor Alliance’s Invesco DB Oil Fund DBO Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-26,495	Closed	-$380K	–	903
2025 Q1	$380K	Buy	+26,495	New	+$381K	0.01%	589
2021 Q3	–	Sell	-13,759	Closed	-$177K	–	642
2021 Q2	$177K	Sell	13,759 -20,739	-60%	-$244K	0.01%	592
2021 Q1	$363K	Buy	34,498 +4,379	+15%	+$44.1K	0.02%	443
2020 Q4	$254K	Buy	+30,119	New	+$227K	0.02%	466
2018 Q4	–	Sell	-22,040	Closed	-$306K	–	417
2018 Q3	$306K	Buy	+22,040	New	+$272K	0.06%	262

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

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 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 22.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Independent Advisor Alliance's DBO Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Invesco DB Oil Fund (DBO) in Q2 2025, closing a stake of 26,495 shares — an estimated $380K sold.

Independent Advisor Alliance first reported a position in DBO in Q3 2018 and held it in 5 quarters. The position peaked at $380K in Q1 2025. 50 funds tracked by Wall St. Rank hold DBO as of Q2 2025.

Independent Advisor Alliance reported no remaining Invesco DB Oil Fund position as of Q2 2025 after selling out during the quarter.
Independent Advisor Alliance sold 26,495 Invesco DB Oil Fund shares in Q2 2025, an estimated $380K.
Independent Advisor Alliance first reported a position in Invesco DB Oil Fund in Q3 2018 and held it in 5 quarters.
Independent Advisor Alliance's Invesco DB Oil Fund position peaked at $380K in Q1 2025.
50 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.