Steward Partners Investment Advisory’s Invesco DB Oil Fund DBO Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-1,575	Closed	-$24K	–	3332
2022 Q4	$24K	Buy	+1,575	New	+$25.1K	﹤0.01%	2150
2020 Q3	–	Sell	-150	Closed	-$1K	–	2759
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	2555
2020 Q1	$0	Hold	150	–	–	﹤0.01%	2529
2019 Q4	$1K	Hold	150	–	–	﹤0.01%	2496
2019 Q3	$1K	Hold	150	–	–	﹤0.01%	2511
2019 Q2	$1K	Buy	+150	New	+$1.56K	﹤0.01%	2517

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Steward Partners Investment Advisory's DBO Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Invesco DB Oil Fund (DBO) in Q1 2023, closing a stake of 1,575 shares — an estimated $24K sold.

Steward Partners Investment Advisory first reported a position in DBO in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q4 2022. 66 funds tracked by Wall St. Rank hold DBO as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Invesco DB Oil Fund position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,575 Invesco DB Oil Fund shares in Q1 2023, an estimated $24K.
Steward Partners Investment Advisory first reported a position in Invesco DB Oil Fund in Q2 2019 and held it in 6 quarters.
Steward Partners Investment Advisory's Invesco DB Oil Fund position peaked at $24K in Q4 2022.
66 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.