Wealth Alliance’s Invesco DB Oil Fund DBO Stock Holding History

Wealth Alliance’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
2020 Q3	–	Sell	-13,791	Closed	-$96K	–	319
2020 Q2	$96K	Buy	+13,791	New	+$86.1K	0.04%	298

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Wealth Alliance's DBO Position: Q3 2020 in Review

Wealth Alliance sold out of Invesco DB Oil Fund (DBO) in Q3 2020, closing a stake of 13,791 shares — an estimated $96K sold.

Wealth Alliance first reported a position in DBO in Q2 2020 and held it in 1 quarter. The position peaked at $96K in Q2 2020. 55 funds tracked by Wall St. Rank hold DBO as of Q3 2020.

Wealth Alliance reported no remaining Invesco DB Oil Fund position as of Q3 2020 after selling out during the quarter.
Wealth Alliance sold 13,791 Invesco DB Oil Fund shares in Q3 2020, an estimated $96K.
Wealth Alliance first reported a position in Invesco DB Oil Fund in Q2 2020 and held it in 1 quarter.
Wealth Alliance's Invesco DB Oil Fund position peaked at $96K in Q2 2020.
55 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2020.

Based on Wealth Alliance's 13F filing for Q3 2020, filed 13 Nov 2020.