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Bright Futures Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

Bright Futures Wealth 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
2026
Q2 		– Sell
-8,016
Closed -$236K – 215
2026
Q1 		$236K Buy
+8,016
New +$177K 0.16% 156

Other funds holding DBE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Bright Futures Wealth Management's DBE Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q2 2026, closing a stake of 8,016 shares — an estimated $236K sold.

Bright Futures Wealth Management first reported a position in DBE in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 35 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

  • Bright Futures Wealth Management reported no remaining Invesco DB Energy Fund position as of Q2 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 8,016 Invesco DB Energy Fund shares in Q2 2026, an estimated $236K.
  • Bright Futures Wealth Management first reported a position in Invesco DB Energy Fund in Q1 2026 and held it in 1 quarter.
  • Bright Futures Wealth Management's Invesco DB Energy Fund position peaked at $236K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.