Carson Wealth (CWM LLC)’s Invesco DB Energy Fund DBE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$211K	Sell	7,143 -28	-0.4%	-$617	﹤0.01%	2700
2025 Q4	$125K	Buy	7,171 +248	+4%	+$4.63K	﹤0.01%	2896
2025 Q3	$132K	Sell	6,923 -46	-0.7%	-$880	﹤0.01%	2763
2025 Q2	$130K	Hold	6,969	–	–	﹤0.01%	2493
2025 Q1	$137K	Sell	6,969 -33	-0.5%	-$633	﹤0.01%	2167
2024 Q4	$130K	Buy	7,002 +407	+6%	+$7.78K	﹤0.01%	2109
2024 Q3	$123K	Sell	6,595 -25	-0.4%	-$491	﹤0.01%	2061
2024 Q2	$138K	Sell	6,620 -32	-0.5%	-$660	﹤0.01%	1781
2024 Q1	$138K	Buy	6,652 +1,708	+35%	+$34.1K	﹤0.01%	1694
2023 Q4	$95K	Buy	+4,944	New	+$106K	﹤0.01%	1799

Other funds holding DBE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LWL

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco DB Energy Fund (DBE) stake by 0.39% in Q1 2026, selling an estimated $617 and leaving 7,143 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

Carson Wealth (CWM LLC) first reported a position in DBE in Q4 2023 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

Carson Wealth (CWM LLC) held 7,143 shares of Invesco DB Energy Fund worth $211K as of Q1 2026.
Carson Wealth (CWM LLC) sold 28 Invesco DB Energy Fund shares in Q1 2026, an estimated $617.
Invesco DB Energy Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2700 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco DB Energy Fund in Q4 2023 and has held it in 10 quarters since.
33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.