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Coppell Advisory Solutions’s Invesco DB Energy Fund DBE Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,173
Closed -$21.9K – 668
2024
Q4 		$21.9K Hold
1,173
– – ﹤0.01% 844
2024
Q3 		$21.9K Sell
1,173
-2,313
-66% -$45.4K ﹤0.01% 832
2024
Q2 		$72.8K Buy
+3,486
New +$71.9K 0.01% 420
2023
Q4 		$22.7K Buy
+1,184
New +$25.5K ﹤0.01% 691

Other funds holding DBE

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Coppell Advisory Solutions's DBE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco DB Energy Fund (DBE) in Q1 2025, closing a stake of 1,173 shares — an estimated $21.9K sold.

Coppell Advisory Solutions first reported a position in DBE in Q4 2023 and held it in 4 quarters. The position peaked at $72.8K in Q2 2024. 34 funds tracked by Wall St. Rank hold DBE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco DB Energy Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,173 Invesco DB Energy Fund shares in Q1 2025, an estimated $21.9K.
  • Coppell Advisory Solutions first reported a position in Invesco DB Energy Fund in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Invesco DB Energy Fund position peaked at $72.8K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.