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Pinnacle Wealth Planning Services’s Invesco DB Oil Fund DBO Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$1.36K Hold
77
– – ﹤0.01% 2537
2026
Q1 		$1.51K Hold
77
– – ﹤0.01% 2491
2025
Q4 		$939 Buy
+77
New +$988 ﹤0.01% 2594

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's DBO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Invesco DB Oil Fund (DBO) position steady in Q2 2026 at 77 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Pinnacle Wealth Planning Services first reported a position in DBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 77 shares of Invesco DB Oil Fund worth $1.36K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Invesco DB Oil Fund share count unchanged in Q2 2026.
  • Invesco DB Oil Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2537 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco DB Oil Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Invesco DB Oil Fund position peaked at $1.51K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.