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Atria Wealth Solutions’s Invesco DB Energy Fund DBE Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-8,770
Closed -$230K – 1778
2022
Q2 		$230K Buy
+8,770
New +$233K ﹤0.01% 1364

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Atria Wealth Solutions's DBE Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Invesco DB Energy Fund (DBE) in Q3 2022, closing a stake of 8,770 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in DBE in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 67 funds tracked by Wall St. Rank hold DBE as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Invesco DB Energy Fund position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,770 Invesco DB Energy Fund shares in Q3 2022, an estimated $230K.
  • Atria Wealth Solutions first reported a position in Invesco DB Energy Fund in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco DB Energy Fund position peaked at $230K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.