Brown Miller Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

Brown Miller 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
2023 Q1	–	Sell	-20,207	Closed	-$458K	–	120
2022 Q4	$458K	Buy	20,207 +46	+0.2%	+$1.1K	0.29%	72
2022 Q3	$456K	Buy	20,161 +1,291	+7%	+$31.9K	0.32%	69
2022 Q2	$493K	Buy	18,870 +304	+2%	+$8.07K	0.34%	61
2022 Q1	$429K	Buy	18,566 +1,649	+10%	+$34.1K	0.25%	70
2021 Q4	$288K	Buy	+16,917	New	+$295K	0.16%	102

Other funds holding DBE

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Brown Miller Wealth Management's DBE Position: Q1 2023 in Review

Brown Miller Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q1 2023, closing a stake of 20,207 shares — an estimated $458K sold.

Brown Miller Wealth Management first reported a position in DBE in Q4 2021 and held it in 5 quarters. The position peaked at $493K in Q2 2022. 43 funds tracked by Wall St. Rank hold DBE as of Q1 2023.

Brown Miller Wealth Management reported no remaining Invesco DB Energy Fund position as of Q1 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 20,207 Invesco DB Energy Fund shares in Q1 2023, an estimated $458K.
Brown Miller Wealth Management first reported a position in Invesco DB Energy Fund in Q4 2021 and held it in 5 quarters.
Brown Miller Wealth Management's Invesco DB Energy Fund position peaked at $493K in Q2 2022.
43 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2023.

Based on Brown Miller Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.