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

IFP 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
2024
Q2 		– Sell
-20
Closed -$414 – 3251
2024
Q1 		$414 Buy
+20
New +$400 ﹤0.01% 2997
2023
Q1 		– Sell
-1,000
Closed -$17K – 3598
2022
Q4 		$17K Buy
+1,000
New +$23.8K ﹤0.01% 3015
2019
Q4 		– Sell
-330
Closed -$5K – 2885
2019
Q3 		$5K Buy
+330
New +$4.53K ﹤0.01% 2328
2019
Q1 		– Sell
-549
Closed -$7K – 2581
2018
Q4 		$7K Sell
549
-1,700
-76% -$26.2K ﹤0.01% 2666
2018
Q3 		$41K Sell
2,249
-6,644
-75% -$112K ﹤0.01% 2001
2018
Q2 		$152K Buy
+8,893
New +$145K 0.01% 1232
2017
Q4 		– Sell
-330
Closed -$4K – 3859
2017
Q3 		$4K Hold
330
– – ﹤0.01% 3491
2017
Q2 		$4K Sell
330
-4,891
-94% -$58.8K ﹤0.01% 3489
2017
Q1 		$66K Sell
5,221
-7,155
-58% -$92.3K ﹤0.01% 1751
2016
Q4 		$171K Buy
12,376
+12,046
+3,650% +$154K 0.01% 1130
2016
Q3 		$4K Sell
330
-9,994
-97% -$118K ﹤0.01% 3310
2016
Q2 		$130K Buy
+10,324
New +$121K 0.01% 1193

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's DBE Position: Q2 2024 in Review

IFP Advisors sold out of Invesco DB Energy Fund (DBE) in Q2 2024, closing a stake of 20 shares — an estimated $414 sold.

IFP Advisors first reported a position in DBE in Q2 2016 and held it in 12 quarters. The position peaked at $171K in Q4 2016. 42 funds tracked by Wall St. Rank hold DBE as of Q2 2024.

  • IFP Advisors reported no remaining Invesco DB Energy Fund position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 20 Invesco DB Energy Fund shares in Q2 2024, an estimated $414.
  • IFP Advisors first reported a position in Invesco DB Energy Fund in Q2 2016 and held it in 12 quarters.
  • IFP Advisors's Invesco DB Energy Fund position peaked at $171K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.