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Aptus Capital Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Aptus Capital Advisors’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 		$35K Hold
1,336
– – ﹤0.01% 1431
2026
Q1 		$39.4K Hold
1,336
– – ﹤0.01% 1302
2025
Q4 		$23.3K Buy
+1,336
New +$24.9K ﹤0.01% 1394

Other funds holding DBE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
EH
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aptus Capital Advisors's DBE Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco DB Energy Fund (DBE) position steady in Q2 2026 at 1,336 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Aptus Capital Advisors first reported a position in DBE in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.4K in Q1 2026. 35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

  • Aptus Capital Advisors held 1,336 shares of Invesco DB Energy Fund worth $35K as of Q2 2026.
  • Aptus Capital Advisors left its Invesco DB Energy Fund share count unchanged in Q2 2026.
  • Invesco DB Energy Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1431 holding.
  • Aptus Capital Advisors first reported a position in Invesco DB Energy Fund in Q4 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Invesco DB Energy Fund position peaked at $39.4K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.