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

Kingsview 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
2022 Q3	–	Sell	-13,060	Closed	-$238K	–	830
2022 Q2	$238K	Sell	13,060 -1,800	-12%	-$33.7K	0.01%	720
2022 Q1	$257K	Sell	14,860 -70	-0.5%	-$1.11K	0.01%	741
2021 Q4	$202K	Hold	14,930	–	–	0.01%	857
2021 Q3	$205K	Sell	14,930 -6,040	-29%	-$76.7K	0.01%	795
2021 Q2	$273K	Buy	20,970 +610	+3%	+$7.17K	0.01%	726
2021 Q1	$222K	Buy	+20,360	New	+$205K	0.01%	736

Other funds holding DBO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NFP

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kingsview Wealth Management's DBO Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q3 2022, closing a stake of 13,060 shares — an estimated $238K sold.

Kingsview Wealth Management first reported a position in DBO in Q1 2021 and held it in 6 quarters. The position peaked at $273K in Q2 2021. 77 funds tracked by Wall St. Rank hold DBO as of Q3 2022.

Kingsview Wealth Management reported no remaining Invesco DB Oil Fund position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 13,060 Invesco DB Oil Fund shares in Q3 2022, an estimated $238K.
Kingsview Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2021 and held it in 6 quarters.
Kingsview Wealth Management's Invesco DB Oil Fund position peaked at $273K in Q2 2021.
77 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.