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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
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 $530B AUM 22.01% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's DBO Position: Q1 2026 in Review

Strategic Financial Concepts reduced its Invesco DB Oil Fund (DBO) stake by 59% in Q1 2026, selling an estimated $274K and leaving 12,092 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #256.

Strategic Financial Concepts first reported a position in DBO in Q4 2025 and has held it in 2 quarters since. The position peaked at $363K in Q4 2025. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • Strategic Financial Concepts held 12,092 shares of Invesco DB Oil Fund worth $238K as of Q1 2026.
  • Strategic Financial Concepts sold 17,699 Invesco DB Oil Fund shares in Q1 2026, an estimated $274K.
  • Invesco DB Oil Fund made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #256 holding.
  • Strategic Financial Concepts first reported a position in Invesco DB Oil Fund in Q4 2025 and has held it in 2 quarters since.
  • Strategic Financial Concepts's Invesco DB Oil Fund position peaked at $363K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.