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Farther Finance Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Farther Finance Advisors’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
-340
Closed -$9.78K – 6016
2026
Q1 		$9.78K Hold
340
– – ﹤0.01% 4128
2025
Q4 		$5.94K Hold
340
– – ﹤0.01% 4210
2025
Q3 		$6.47K Buy
+340
New +$6.5K ﹤0.01% 3654

Other funds holding DBE

PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Farther Finance Advisors's DBE Position: Q2 2026 in Review

Farther Finance Advisors sold out of Invesco DB Energy Fund (DBE) in Q2 2026, closing a stake of 340 shares — an estimated $9.78K sold.

Farther Finance Advisors first reported a position in DBE in Q3 2025 and held it in 3 quarters. The position peaked at $9.78K in Q1 2026. 4 funds tracked by Wall St. Rank hold DBE as of Q2 2026.

  • Farther Finance Advisors reported no remaining Invesco DB Energy Fund position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 340 Invesco DB Energy Fund shares in Q2 2026, an estimated $9.78K.
  • Farther Finance Advisors first reported a position in Invesco DB Energy Fund in Q3 2025 and held it in 3 quarters.
  • Farther Finance Advisors's Invesco DB Energy Fund position peaked at $9.78K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.