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 $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FNC

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's DBO Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco DB Oil Fund (DBO) in Q2 2021, closing a stake of 103,446 shares — an estimated $1.2M sold.

Sowell Financial Services first reported a position in DBO in Q3 2019 and held it in 7 quarters. The position peaked at $1.2M in Q1 2021. 79 funds tracked by Wall St. Rank hold DBO as of Q2 2021.

Sowell Financial Services reported no remaining Invesco DB Oil Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 103,446 Invesco DB Oil Fund shares in Q2 2021, an estimated $1.2M.
Sowell Financial Services first reported a position in Invesco DB Oil Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco DB Oil Fund position peaked at $1.2M in Q1 2021.
79 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.