Newbridge Financial Services Group’s Invesco DB Oil Fund DBO Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-62	Closed	-$834	–	1251
2025 Q3	$834	Hold	62	–	–	﹤0.01%	1202
2025 Q2	$820	Hold	62	–	–	﹤0.01%	1220
2025 Q1	$888	Hold	62	–	–	﹤0.01%	951
2024 Q4	$887	Hold	62	–	–	﹤0.01%	1030
2024 Q3	$866	Hold	62	–	–	﹤0.01%	601
2024 Q2	$983	Hold	62	–	–	﹤0.01%	996
2024 Q1	$963	Hold	62	–	–	﹤0.01%	1045
2023 Q4	$862	Hold	62	–	–	﹤0.01%	1029
2023 Q3	$1.09K	Hold	62	–	–	﹤0.01%	1149
2023 Q2	$875	Hold	62	–	–	﹤0.01%	1228
2023 Q1	$903	Hold	62	–	–	﹤0.01%	1283
2022 Q4	$943	Sell	62 -1,000	-94%	-$15.9K	﹤0.01%	1308
2022 Q3	$16K	Buy	1,062 +1,010	+1,942%	+$17K	0.01%	755
2022 Q2	$1K	Sell	52 -510	-91%	-$9.56K	﹤0.01%	1264
2022 Q1	$10K	Buy	562 +461	+456%	+$7.31K	﹤0.01%	936
2021 Q4	$1K	Sell	101 -211	-68%	-$2.97K	﹤0.01%	1315
2021 Q3	$4K	Sell	312 -1,201	-79%	-$15.3K	﹤0.01%	1047
2021 Q2	$20K	Sell	1,513 -683	-31%	-$8.02K	0.01%	777
2021 Q1	$23K	Buy	2,196 +797	+57%	+$8.03K	0.02%	654
2020 Q4	$12K	Sell	1,399 -1,732	-55%	-$13.1K	0.01%	665
2020 Q3	$23K	Buy	+3,131	New	+$23.1K	0.02%	468

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Newbridge Financial Services Group's DBO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Invesco DB Oil Fund (DBO) in Q4 2025, closing a stake of 62 shares — an estimated $834 sold.

Newbridge Financial Services Group first reported a position in DBO in Q3 2020 and held it in 21 quarters. The position peaked at $23K in Q1 2021. 53 funds tracked by Wall St. Rank hold DBO as of Q4 2025.

Newbridge Financial Services Group reported no remaining Invesco DB Oil Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 62 Invesco DB Oil Fund shares in Q4 2025, an estimated $834.
Newbridge Financial Services Group first reported a position in Invesco DB Oil Fund in Q3 2020 and held it in 21 quarters.
Newbridge Financial Services Group's Invesco DB Oil Fund position peaked at $23K in Q1 2021.
53 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.