Sowell Financial Services’s Invesco DB Oil Fund DBO Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-103,446	Closed	-$1.2M	–	1031
2021 Q1	$1.2M	Buy	103,446 +50,822	+97%	+$512K	0.04%	357
2020 Q4	$444K	Sell	52,624 -53,156	-50%	-$401K	0.02%	554
2020 Q3	$761K	Buy	105,780 +84,974	+408%	+$626K	0.04%	365
2020 Q2	$145K	Buy	20,806 +20,370	+4,672%	+$127K	0.01%	845
2020 Q1	$3K	Sell	436 -240	-36%	-$2.04K	﹤0.01%	1970
2019 Q4	$7K	Sell	676 -5,213	-89%	-$52.3K	﹤0.01%	1796
2019 Q3	$56K	Buy	+5,889	New	+$57.7K	﹤0.01%	969

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

Mirae Asset Global Investments

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Asset Management One

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return