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

Next Financial 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
2020 Q2	–	Sell	-285	Closed	-$2K	–	873
2020 Q1	$2K	Hold	285	–	–	﹤0.01%	1909
2019 Q4	$3K	Hold	285	–	–	﹤0.01%	2069
2019 Q3	$3K	Hold	285	–	–	﹤0.01%	1999
2019 Q2	$3K	Buy	+285	New	+$2.96K	﹤0.01%	1997

Other funds holding DBO

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

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

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Next Financial Group's DBO Position: Q2 2020 in Review

Next Financial Group sold out of Invesco DB Oil Fund (DBO) in Q2 2020, closing a stake of 285 shares — an estimated $2K sold.

Next Financial Group first reported a position in DBO in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 65 funds tracked by Wall St. Rank hold DBO as of Q2 2020.

Next Financial Group reported no remaining Invesco DB Oil Fund position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 285 Invesco DB Oil Fund shares in Q2 2020, an estimated $2K.
Next Financial Group first reported a position in Invesco DB Oil Fund in Q2 2019 and held it in 4 quarters.
Next Financial Group's Invesco DB Oil Fund position peaked at $3K in Q4 2019.
65 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.