MGIA
DBO icon

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
Q1 		$292K Buy
+14,847
New +$230K ﹤0.01% 632

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

Moneta Group Investment Advisors's DBO Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in Invesco DB Oil Fund (DBO) in Q1 2026: 14,847 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • Moneta Group Investment Advisors held 14,847 shares of Invesco DB Oil Fund worth $292K as of Q1 2026.
  • Invesco DB Oil Fund was a new Moneta Group Investment Advisors position in Q1 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #632 holding.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.