Kestra Advisory Services’s Invesco DB Oil Fund DBO Stock Holding History

Kestra Advisory Services’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 Q3	$519K	Buy	21,868 +1,413	+7%	+$30.7K	﹤0.01%	2463
2026 Q2	$361K	Sell	20,455 -1,413	-6%	-$29.4K	﹤0.01%	2600
2026 Q1	$430K	Sell	21,868 -5,516	-20%	-$85.4K	﹤0.01%	2337
2025 Q4	$334K	Hold	27,384	–	–	﹤0.01%	2453
2025 Q3	$368K	Sell	27,384 -7,238	-21%	-$98.6K	﹤0.01%	2288
2025 Q2	$458K	Buy	34,622 +959	+3%	+$12.4K	﹤0.01%	2034
2025 Q1	$482K	Sell	33,663 -4,932	-13%	-$70.9K	﹤0.01%	1835
2024 Q4	$552K	Buy	38,595 +3,046	+9%	+$44.1K	﹤0.01%	1809
2024 Q3	$497K	Sell	35,549 -3,183	-8%	-$47.4K	﹤0.01%	1768
2024 Q2	$614K	Buy	38,732 +1,518	+4%	+$23.6K	﹤0.01%	1641
2024 Q1	$578K	Sell	37,214 -155	-0.4%	-$2.26K	﹤0.01%	1571
2023 Q4	$520K	Buy	37,369 +24	+0.1%	+$381	﹤0.01%	1509
2023 Q3	$659K	Hold	37,345	–	–	0.01%	1215
2023 Q2	$527K	Hold	37,345	–	–	0.01%	1295
2023 Q1	$544K	Hold	37,345	–	–	0.01%	1234
2022 Q4	$568K	Buy	37,345 +218	+0.6%	+$3.47K	0.01%	1333
2022 Q3	$564K	Sell	37,127 -10,108	-21%	-$170K	0.01%	1250
2022 Q2	$862K	Buy	47,235 +5,448	+13%	+$102K	0.01%	1043
2022 Q1	$724K	Sell	41,787 -120	-0.3%	-$1.9K	0.01%	1096
2021 Q4	$568K	Hold	41,907	–	–	0.01%	1251
2021 Q3	$575K	Buy	41,907 +489	+1%	+$6.21K	0.01%	1311
2021 Q2	$534K	Buy	41,418 +683	+2%	+$8.02K	0.01%	1251
2021 Q1	$429K	Sell	40,735 -12,534	-24%	-$126K	0.01%	1263
2020 Q4	$449K	Buy	53,269 +17,000	+47%	+$128K	0.01%	1259
2020 Q3	$261K	Buy	+36,269	New	+$267K	﹤0.01%	1171

Other funds holding DBO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

Kestra Advisory Services's DBO Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco DB Oil Fund (DBO) stake by 6.9% in Q3 2026, buying an estimated $30.7K and bringing the position to 21,868 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Kestra Advisory Services first reported a position in DBO in Q3 2020 and has held it in 25 quarters since. The position peaked at $862K in Q2 2022. 19 funds tracked by Wall St. Rank hold DBO as of Q3 2026.

Kestra Advisory Services held 21,868 shares of Invesco DB Oil Fund worth $519K as of Q3 2026.
Kestra Advisory Services bought 1,413 Invesco DB Oil Fund shares in Q3 2026, an estimated $30.7K.
Invesco DB Oil Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2463 holding.
Kestra Advisory Services first reported a position in Invesco DB Oil Fund in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Invesco DB Oil Fund position peaked at $862K in Q2 2022.
19 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.