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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Aptus Capital Advisors's DBE Position: Q1 2026 in Review

Aptus Capital Advisors held its Invesco DB Energy Fund (DBE) position steady in Q1 2026 at 1,336 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Aptus Capital Advisors first reported a position in DBE in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

  • Aptus Capital Advisors held 1,336 shares of Invesco DB Energy Fund worth $39.4K as of Q1 2026.
  • Aptus Capital Advisors left its Invesco DB Energy Fund share count unchanged in Q1 2026.
  • Invesco DB Energy Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1302 holding.
  • Aptus Capital Advisors first reported a position in Invesco DB Energy Fund in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.