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Strategic Financial Concepts’s Invesco DB Oil Fund DBO Stock Holding History

Strategic Financial Concepts’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
2026
Q2 		– Sell
-12,092
Closed -$238K – 250
2026
Q1 		$238K Sell
12,092
-17,699
-59% -$274K 0.06% 256
2025
Q4 		$363K Buy
+29,791
New +$382K 0.33% 77

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Financial Concepts's DBO Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Invesco DB Oil Fund (DBO) in Q2 2026, closing a stake of 12,092 shares — an estimated $238K sold.

Strategic Financial Concepts first reported a position in DBO in Q4 2025 and held it in 2 quarters. The position peaked at $363K in Q4 2025. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Invesco DB Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,092 Invesco DB Oil Fund shares in Q2 2026, an estimated $238K.
  • Strategic Financial Concepts first reported a position in Invesco DB Oil Fund in Q4 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's Invesco DB Oil Fund position peaked at $363K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.