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Morton Brown Family Wealth’s Invesco DB Oil Fund DBO Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-2
Closed -$27 – 283
2025
Q2 		$27 Buy
2
+1
+100% +$13 ﹤0.01% 316
2025
Q1 		$15 Buy
+1
New +$14 ﹤0.01% 322

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
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NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morton Brown Family Wealth's DBO Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Invesco DB Oil Fund (DBO) in Q3 2025, closing a stake of 2 shares — an estimated $27 sold.

Morton Brown Family Wealth first reported a position in DBO in Q1 2025 and held it in 2 quarters. The position peaked at $27 in Q2 2025. 50 funds tracked by Wall St. Rank hold DBO as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Invesco DB Oil Fund position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2 Invesco DB Oil Fund shares in Q3 2025, an estimated $27.
  • Morton Brown Family Wealth first reported a position in Invesco DB Oil Fund in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's Invesco DB Oil Fund position peaked at $27 in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.