Avantax Advisory Services’s Invesco DB Energy Fund DBE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$383K	Sell	20,546 -722	-3%	-$13.1K	﹤0.01%	1748
2025 Q1	$417K	Sell	21,268 -487	-2%	-$9.35K	﹤0.01%	1626
2024 Q4	$404K	Buy	21,755 +1,509	+7%	+$28.9K	﹤0.01%	1590
2024 Q3	$376K	Sell	20,246 -948	-4%	-$18.6K	﹤0.01%	1600
2024 Q2	$442K	Sell	21,194 -16,952	-44%	-$350K	﹤0.01%	1442
2024 Q1	$790K	Sell	38,146 -4,366	-10%	-$87.2K	0.01%	841
2023 Q4	$816K	Sell	42,512 -10,076	-19%	-$217K	0.01%	791
2023 Q3	$1.23M	Sell	52,588 -3,774	-7%	-$84.4K	0.01%	607
2023 Q2	$1.12M	Sell	56,362 -1,997	-3%	-$39.8K	0.01%	644
2023 Q1	$1.2M	Sell	58,359 -14,613	-20%	-$310K	0.01%	599
2022 Q4	$1.65M	Sell	72,972 -1,488	-2%	-$35.4K	0.02%	474
2022 Q3	$1.69M	Buy	74,460 +12,948	+21%	+$320K	0.03%	412
2022 Q2	$1.61M	Buy	+61,512	New	+$1.63M	0.02%	431
2020 Q4	–	Sell	-16,248	Closed	-$158K	–	1024
2020 Q3	$158K	Buy	+16,248	New	+$158K	﹤0.01%	1257

Other funds holding DBE

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's DBE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco DB Energy Fund (DBE) stake by 3.4% in Q2 2025, selling an estimated $13.1K and leaving 20,546 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Avantax Advisory Services first reported a position in DBE in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.69M in Q3 2022. 32 funds tracked by Wall St. Rank hold DBE as of Q2 2025.

Avantax Advisory Services held 20,546 shares of Invesco DB Energy Fund worth $383K as of Q2 2025.
Avantax Advisory Services sold 722 Invesco DB Energy Fund shares in Q2 2025, an estimated $13.1K.
Invesco DB Energy Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1748 holding.
Avantax Advisory Services first reported a position in Invesco DB Energy Fund in Q3 2020 and has held it in 14 quarters since.
Avantax Advisory Services's Invesco DB Energy Fund position peaked at $1.69M in Q3 2022.
32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.