Pacific Sage Partners’s Invesco DB Oil Fund DBO Stock Holding History

Pacific Sage 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
2025 Q4	–	Sell	-10,607	Closed	-$143K	–	122
2025 Q3	$143K	Sell	10,607 -1,357	-11%	-$18.5K	0.02%	113
2025 Q2	$158K	Sell	11,964 -351	-3%	-$4.55K	0.03%	108
2025 Q1	$176K	Hold	12,315	–	–	0.04%	106
2024 Q4	$176K	Sell	12,315 -632	-5%	-$9.14K	0.04%	100
2024 Q3	$181K	Sell	12,947 -641	-5%	-$9.54K	0.04%	100
2024 Q2	$215K	Hold	13,588	–	–	0.05%	90
2024 Q1	$211K	Hold	13,588	–	–	0.05%	89
2023 Q4	$189K	Hold	13,588	–	–	0.05%	90
2023 Q3	$240K	Hold	13,588	–	–	0.07%	75
2023 Q2	$192K	Hold	13,588	–	–	0.06%	86
2023 Q1	$198K	Hold	13,588	–	–	0.06%	81
2022 Q4	$207K	Buy	+13,588	New	+$216K	0.07%	82

Other funds holding DBO

Wells Fargo San Francisco, California $501B 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

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

Mirae Asset Global Investments

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

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

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

Asset Management One

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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