Action Point Financial Planning’s Invesco DB Energy Fund DBE Stock Holding History

Action Point Financial Planning’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24K	Buy	+200	New	+$6.05K	﹤0.01%	1794

Other funds holding DBE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's DBE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco DB Energy Fund (DBE) in Q2 2026: 200 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings.

35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

Action Point Financial Planning held 200 shares of Invesco DB Energy Fund worth $5.24K as of Q2 2026.
Invesco DB Energy Fund was a new Action Point Financial Planning position in Q2 2026.
Invesco DB Energy Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1794 holding.
35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.