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Altus Wealth Group’s Invesco DB Energy Fund DBE Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-300
Closed -$3K – 312
2020
Q4 		$3K Buy
+300
New +$2.98K ﹤0.01% 711

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altus Wealth Group's DBE Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco DB Energy Fund (DBE) in Q1 2021, closing a stake of 300 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in DBE in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco DB Energy Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 300 Invesco DB Energy Fund shares in Q1 2021, an estimated $3K.
  • Altus Wealth Group first reported a position in Invesco DB Energy Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco DB Energy Fund position peaked at $3K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.