RA
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Rise Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Rise Advisors’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
Q2 		– Sell
-631
Closed -$9.8K – 1243
2024
Q1 		$9.8K Hold
631
– – 0.01% 1050
2023
Q4 		$8.78K Buy
631
+27
+4% +$428 0.01% 331
2023
Q3 		$10.7K Hold
604
– – 0.01% 309
2023
Q2 		$8.53K Hold
604
– – 0.01% 360
2023
Q1 		$8.8K Hold
604
– – 0.01% 382
2022
Q4 		$9.19K Buy
604
+4
+0.7% +$64 0.01% 360
2022
Q3 		$9K Hold
600
– – 0.01% 349
2022
Q2 		$11K Hold
600
– – 0.01% 327
2022
Q1 		$10K Hold
600
– – 0.01% 323
2021
Q4 		$8.13K Buy
+600
New +$8.45K 0.01% 345

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 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

Rise Advisors's DBO Position: Q2 2024 in Review

Rise Advisors sold out of Invesco DB Oil Fund (DBO) in Q2 2024, closing a stake of 631 shares — an estimated $9.8K sold.

Rise Advisors first reported a position in DBO in Q4 2021 and held it in 10 quarters. The position peaked at $11K in Q2 2022. 67 funds tracked by Wall St. Rank hold DBO as of Q2 2024.

  • Rise Advisors reported no remaining Invesco DB Oil Fund position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 631 Invesco DB Oil Fund shares in Q2 2024, an estimated $9.8K.
  • Rise Advisors first reported a position in Invesco DB Oil Fund in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's Invesco DB Oil Fund position peaked at $11K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.