Narus Financial Partners
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Narus Financial Partners’s Invesco DB Oil Fund DBO Stock Holding History

Narus Financial Partners’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 		$3.22M Buy
135,571
+4,227
+3% +$91.9K 0.85% 19
2026
Q2 		$2.32M Sell
131,344
-12,940
-9% -$269K 0.6% 30
2026
Q1 		$2.84M Buy
144,284
+12,499
+9% +$193K 0.74% 20
2025
Q4 		$1.61M Sell
131,785
-84,687
-39% -$1.09M 0.44% 44
2025
Q3 		$2.91M Sell
216,472
-17,970
-8% -$245K 0.8% 18
2025
Q2 		$3.1M Sell
234,442
-14,979
-6% -$194K 0.97% 13
2025
Q1 		$3.57M Buy
249,421
+46,671
+23% +$671K 1.22% 12
2024
Q4 		$2.9M Buy
202,750
+35,254
+21% +$510K 0.98% 14
2024
Q3 		$2.34M Buy
167,496
+5,315
+3% +$79.1K 0.84% 21
2024
Q2 		$2.57M Sell
162,181
-7,774
-5% -$121K 1.04% 18
2024
Q1 		$2.64M Buy
169,955
+21,984
+15% +$321K 1.13% 17
2023
Q4 		$2.06M Sell
147,971
-23,783
-14% -$377K 0.99% 19
2023
Q3 		$3.03M Buy
171,754
+6,717
+4% +$109K 1.56% 9
2023
Q2 		$2.33M Buy
165,037
+5,855
+4% +$83.8K 1.2% 16
2023
Q1 		$2.32M Sell
159,182
-8,823
-5% -$129K 1.26% 15
2022
Q4 		$2.56M Sell
168,005
-5,552
-3% -$88.4K 1.48% 8
2022
Q3 		$2.63M Sell
173,557
-4,969
-3% -$83.7K 1.67% 6
2022
Q2 		$3.26M Buy
178,526
+9,052
+5% +$170K 2.07% 5
2022
Q1 		$2.94M Buy
+169,474
New +$2.69M 1.64% 9
2021
Q1 		$294K Buy
+27,932
New +$282K 0.18% 68
2019
Q4 		– Sell
-37,978
Closed -$359K – 80
2019
Q3 		$359K Sell
37,978
-11,175
-23% -$109K 0.26% 46
2019
Q2 		$493K Buy
+49,153
New +$510K 0.38% 31

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Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Narus Financial Partners's DBO Position: Q3 2026 in Review

Narus Financial Partners increased its Invesco DB Oil Fund (DBO) stake by 3.2% in Q3 2026, buying an estimated $91.9K and bringing the position to 135,571 shares worth $3.22M. The position accounts for 0.85% of the portfolio, ranked #19.

Narus Financial Partners first reported a position in DBO in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.57M in Q1 2025. 42 funds tracked by Wall St. Rank hold DBO as of Q3 2026.

  • Narus Financial Partners held 135,571 shares of Invesco DB Oil Fund worth $3.22M as of Q3 2026.
  • Narus Financial Partners bought 4,227 Invesco DB Oil Fund shares in Q3 2026, an estimated $91.9K.
  • Invesco DB Oil Fund made up 0.85% of Narus Financial Partners's portfolio in Q3 2026, its #19 holding.
  • Narus Financial Partners first reported a position in Invesco DB Oil Fund in Q2 2019 and has held it in 22 quarters since.
  • Narus Financial Partners's Invesco DB Oil Fund position peaked at $3.57M in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.