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Blueprint Financial Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Blueprint Financial 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
2025
Q4 		– Sell
-16,296
Closed -$310K – 99
2025
Q3 		$310K Buy
+16,296
New +$312K 0.07% 96

Other funds holding DBE

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Blueprint Financial Advisors's DBE Position: Q4 2025 in Review

Blueprint Financial Advisors sold out of Invesco DB Energy Fund (DBE) in Q4 2025, closing a stake of 16,296 shares — an estimated $310K sold.

Blueprint Financial Advisors first reported a position in DBE in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 32 funds tracked by Wall St. Rank hold DBE as of Q4 2025.

  • Blueprint Financial Advisors reported no remaining Invesco DB Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Blueprint Financial Advisors sold 16,296 Invesco DB Energy Fund shares in Q4 2025, an estimated $310K.
  • Blueprint Financial Advisors first reported a position in Invesco DB Energy Fund in Q3 2025 and held it in 1 quarter.
  • Blueprint Financial Advisors's Invesco DB Energy Fund position peaked at $310K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2025.

Based on Blueprint Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.