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Claraphi Advisory Network’s Invesco DB Energy Fund DBE Stock Holding History

Claraphi Advisory Network’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
2022
Q3 		– Sell
-24,475
Closed -$641K – 215
2022
Q2 		$641K Buy
+24,475
New +$650K 0.23% 106

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Bank of America
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Claraphi Advisory Network's DBE Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Invesco DB Energy Fund (DBE) in Q3 2022, closing a stake of 24,475 shares — an estimated $641K sold.

Claraphi Advisory Network first reported a position in DBE in Q2 2022 and held it in 1 quarter. The position peaked at $641K in Q2 2022. 67 funds tracked by Wall St. Rank hold DBE as of Q3 2022.

  • Claraphi Advisory Network reported no remaining Invesco DB Energy Fund position as of Q3 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 24,475 Invesco DB Energy Fund shares in Q3 2022, an estimated $641K.
  • Claraphi Advisory Network first reported a position in Invesco DB Energy Fund in Q2 2022 and held it in 1 quarter.
  • Claraphi Advisory Network's Invesco DB Energy Fund position peaked at $641K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.