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Spire Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History

Spire Wealth Management’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
2022
Q4 		– Sell
-86
Closed -$1K – 2326
2022
Q3 		$1K Hold
86
– – ﹤0.01% 2058
2022
Q2 		$2K Sell
86
-58
-40% -$1.09K ﹤0.01% 2342
2022
Q1 		$2K Sell
144
-183
-56% -$2.9K ﹤0.01% 2384
2021
Q4 		$4K Hold
327
– – ﹤0.01% 2616
2021
Q3 		$4K Sell
327
-5,995
-95% -$76.1K ﹤0.01% 2328
2021
Q2 		$81K Sell
6,322
-2,867
-31% -$33.7K ﹤0.01% 1274
2021
Q1 		$97K Buy
+9,189
New +$92.6K ﹤0.01% 1413

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Spire Wealth Management's DBO Position: Q4 2022 in Review

Spire Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q4 2022, closing a stake of 86 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in DBO in Q1 2021 and held it in 7 quarters. The position peaked at $97K in Q1 2021. 71 funds tracked by Wall St. Rank hold DBO as of Q4 2022.

  • Spire Wealth Management reported no remaining Invesco DB Oil Fund position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 86 Invesco DB Oil Fund shares in Q4 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Invesco DB Oil Fund in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Invesco DB Oil Fund position peaked at $97K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.