Retirement Group’s Invesco DB Oil Fund DBO Stock Holding History

Retirement 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
2024 Q1	$12.7K	Buy	820 +400	+95%	+$5.85K	﹤0.01%	425
2023 Q4	$5.84K	Buy	420 +287	+216%	+$4.55K	﹤0.01%	513
2023 Q3	$2.35K	Hold	133	–	–	﹤0.01%	566
2023 Q2	$1.88K	Buy	133 +58	+77%	+$830	﹤0.01%	621
2023 Q1	$1K	Buy	75 +10	+15%	+$146	﹤0.01%	624
2022 Q4	$1K	Buy	+65	New	+$1.03K	﹤0.01%	563
2022 Q3	–	Sell	-54	Closed	-$1K	–	554
2022 Q2	$1K	Buy	54 +27	+100%	+$506	﹤0.01%	673
2022 Q1	$0	Buy	+27	New	+$428	﹤0.01%	756

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

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

FNC

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

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

NFP

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 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 $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Group's DBO Position: Q1 2024 in Review

Retirement Group increased its Invesco DB Oil Fund (DBO) stake by 95% in Q1 2024, buying an estimated $5.85K and bringing the position to 820 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Retirement Group first reported a position in DBO in Q1 2022 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold DBO as of Q1 2024.

Retirement Group held 820 shares of Invesco DB Oil Fund worth $12.7K as of Q1 2024.
Retirement Group bought 400 Invesco DB Oil Fund shares in Q1 2024, an estimated $5.85K.
Invesco DB Oil Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #425 holding.
Retirement Group first reported a position in Invesco DB Oil Fund in Q1 2022 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.