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Belpointe Asset Management’s Invesco DB Energy Fund DBE Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,053
Closed -$21.6K – 1200
2023
Q1 		$21.6K Sell
1,053
-179
-15% -$3.79K ﹤0.01% 2269
2022
Q4 		$27.9K Buy
+1,232
New +$29.4K ﹤0.01% 1956
2022
Q3 		– Sell
-4,189
Closed -$110K – 1181
2022
Q2 		$110K Buy
+4,189
New +$111K 0.01% 1076

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's DBE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco DB Energy Fund (DBE) in Q2 2023, closing a stake of 1,053 shares — an estimated $21.6K sold.

Belpointe Asset Management first reported a position in DBE in Q2 2022 and held it in 3 quarters. The position peaked at $110K in Q2 2022. 42 funds tracked by Wall St. Rank hold DBE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco DB Energy Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,053 Invesco DB Energy Fund shares in Q2 2023, an estimated $21.6K.
  • Belpointe Asset Management first reported a position in Invesco DB Energy Fund in Q2 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Invesco DB Energy Fund position peaked at $110K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.