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Sound Income Strategies’s Invesco DB Oil Fund DBO Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-500
Closed -$6.99K – 1493
2024
Q3 		$6.99K Hold
500
– – ﹤0.01% 875
2024
Q2 		$7.92K Buy
+500
New +$7.76K ﹤0.01% 823

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
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sound Income Strategies's DBO Position: Q4 2024 in Review

Sound Income Strategies sold out of Invesco DB Oil Fund (DBO) in Q4 2024, closing a stake of 500 shares — an estimated $6.99K sold.

Sound Income Strategies first reported a position in DBO in Q2 2024 and held it in 2 quarters. The position peaked at $7.92K in Q2 2024. 61 funds tracked by Wall St. Rank hold DBO as of Q4 2024.

  • Sound Income Strategies reported no remaining Invesco DB Oil Fund position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 500 Invesco DB Oil Fund shares in Q4 2024, an estimated $6.99K.
  • Sound Income Strategies first reported a position in Invesco DB Oil Fund in Q2 2024 and held it in 2 quarters.
  • Sound Income Strategies's Invesco DB Oil Fund position peaked at $7.92K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.