Golden State Wealth Management, LLC DBO β€” INVESCO DB

Ownership history in Golden State Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported INVESCO DB (DBO) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows DBO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in INVESCO DB, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DBO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DBO stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held DBO β€” position size vs. price
% of Fund (quarterly)    DBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 245 +187 +322.4% 0.00% $5K 2026-04-28 $21.56
2024 Q4 REDUCED 96.0% +0.1% ❌ 58 -1,382 -96.0% 0.00% $830 2025-01-28 $14.34
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DBO

As of 2026 Q1 β€” sorted by position size

Narus Financial Partners, LLC 3Y 7Y 0.74% E Fund Management Co., Ltd. 3Y 0.57% Roxbury Financial LLC 0.11% Allegheny Financial Group 3Y 0.06% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.02% Cornerstone Wealth Management, LLC 3Y 7Y 0.01% Davis Capital Management 3Y 0.01% Quent Capital, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Golden State Wealth Management, LLC and DBO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning DBO?

Golden State Wealth Management, LLC reported DBO across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DBO position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DBO was 0.00% in 2026 Q1.

What is the latest reported DBO position on this page?

The most recent filing on this page is 2026 Q1, when Golden State Wealth Management, LLC reported 245 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this DBO ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly DBO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their DBO position?

Based on 13F filing dates vs. subsequent DBO price moves, Golden State Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%).

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