HighTower Advisors
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HighTower Advisors’s Invesco DB Energy Fund DBE Stock Holding History

HighTower 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
2022
Q4 		– Sell
-80,691
Closed -$1.82M – 3384
2022
Q3 		$1.82M Sell
80,691
-4,891
-6% -$121K ﹤0.01% 1288
2022
Q2 		$2.24M Buy
85,582
+1,314
+2% +$34.9K 0.01% 1196
2022
Q1 		$1.95M Buy
+84,268
New +$1.74M ﹤0.01% 1389

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's DBE Position: Q4 2022 in Review

HighTower Advisors sold out of Invesco DB Energy Fund (DBE) in Q4 2022, closing a stake of 80,691 shares — an estimated $1.82M sold.

HighTower Advisors first reported a position in DBE in Q1 2022 and held it in 3 quarters. The position peaked at $2.24M in Q2 2022. 59 funds tracked by Wall St. Rank hold DBE as of Q4 2022.

  • HighTower Advisors reported no remaining Invesco DB Energy Fund position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 80,691 Invesco DB Energy Fund shares in Q4 2022, an estimated $1.82M.
  • HighTower Advisors first reported a position in Invesco DB Energy Fund in Q1 2022 and held it in 3 quarters.
  • HighTower Advisors's Invesco DB Energy Fund position peaked at $2.24M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.