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Golden State Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

Golden State 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
2025
Q1 		– Sell
-165
Closed -$3.06K – 1594
2024
Q4 		$3.06K Buy
+165
New +$3.15K ﹤0.01% 1196
2020
Q4 		– Sell
-1,025
Closed -$10K – 270
2020
Q3 		$10K Buy
+1,025
New +$9.99K ﹤0.01% 401
2020
Q2 		– Sell
-3,565
Closed -$29K – 336
2020
Q1 		$29K Buy
+3,565
New +$42K 0.01% 446

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

Golden State Wealth Management's DBE Position: Q1 2025 in Review

Golden State Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q1 2025, closing a stake of 165 shares — an estimated $3.06K sold.

Golden State Wealth Management first reported a position in DBE in Q1 2020 and held it in 3 quarters. The position peaked at $29K in Q1 2020. 34 funds tracked by Wall St. Rank hold DBE as of Q1 2025.

  • Golden State Wealth Management reported no remaining Invesco DB Energy Fund position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 165 Invesco DB Energy Fund shares in Q1 2025, an estimated $3.06K.
  • Golden State Wealth Management first reported a position in Invesco DB Energy Fund in Q1 2020 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco DB Energy Fund position peaked at $29K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.