Kestra Advisory Services, LLC DBO INVESCO DB MULTI-SECTOR COMM

Ownership history in Kestra Advisory Services, LLC  ·  23 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported INVESCO DB MULTI-SECTOR COMM (DBO) in 23 quarterly 13F filings from 2023 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 Kestra Advisory Services, LLC's position in INVESCO DB MULTI-SECTOR COMM, 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 2023 Q4

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

Time in book
Holding Window
2023 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.

How Kestra Advisory Services, LLC held DBO — position size vs. price
% of Fund (quarterly)    DBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,868 -5,516 -20.1% 0.00% $430K 2026-04-30 $22.37
2025 Q4 UNCHANGED 27,384 0% 0.00% $334K 2026-02-13 $13.44
2025 Q3 REDUCED 20.9% -5.4% 27,384 -7,238 -20.9% 0.00% $368K 2025-11-14 $12.59
2025 Q2 ADDED 34,622 +959 +2.8% 0.00% $458K 2025-08-15 $12.78
2025 Q1 REDUCED 12.8% -7.7% 33,663 -4,932 -12.8% 0.00% $482K 2025-05-14 $12.46
2024 Q4 ADDED 38,595 +3,046 +8.6% 0.00% $552K 2025-02-10 $14.08
2024 Q3 REDUCED 8.2% +6.1% 35,549 -3,183 -8.2% 0.00% $497K 2024-11-13 $12.98
2024 Q2 ADDED 38,732 +1,518 +4.1% 0.00% $614K 2024-08-14 $13.96
2024 Q1 REDUCED 37,214 -155 -0.4% 0.00% $578K 2024-05-15 $14.06
2023 Q4 ADDED 37,369 +24 +0.1% 0.00% $520K 2024-02-14 $13.40
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kestra Advisory Services, 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 Kestra Advisory Services, LLC reported owning DBO?

Kestra Advisory Services, LLC reported DBO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DBO position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for DBO was 0.00% in 2023 Q4.

What is the latest reported DBO position on this page?

The most recent filing on this page is 2026 Q1, when Kestra Advisory Services, LLC reported 21,868 shares, equal to 0.00% of portfolio, with an estimated market value of $430K.

What does the chart on this DBO ownership page compare?

The chart compares Kestra Advisory Services, 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 Kestra Advisory Services, LLC time their DBO position?

Based on 13F filing dates vs. subsequent DBO price moves, Kestra Advisory Services, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on DBO relative to SPY over the holding period was +9.2%.

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