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Moneta Group Investment Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Moneta Group Investment 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 		$262K Hold
14,847
– – ﹤0.01% 733
2026
Q1 		$292K Buy
+14,847
New +$230K ﹤0.01% 632

Other funds holding DBO

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EFM
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PP
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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

Moneta Group Investment Advisors's DBO Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Invesco DB Oil Fund (DBO) position steady in Q2 2026 at 14,847 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Moneta Group Investment Advisors first reported a position in DBO in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Moneta Group Investment Advisors held 14,847 shares of Invesco DB Oil Fund worth $262K as of Q2 2026.
  • Moneta Group Investment Advisors left its Invesco DB Oil Fund share count unchanged in Q2 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #733 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco DB Oil Fund in Q1 2026 and has held it in 2 quarters since.
  • Moneta Group Investment Advisors's Invesco DB Oil Fund position peaked at $292K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.