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

IHT 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
2023
Q1 		– Sell
-240,241
Closed -$5.45M – 964
2022
Q4 		$5.45M Buy
+240,241
New +$5.72M 0.34% 67

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bridge Advisory
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IHT Wealth Management's DBE Position: Q1 2023 in Review

IHT Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q1 2023, closing a stake of 240,241 shares — an estimated $5.45M sold.

IHT Wealth Management first reported a position in DBE in Q4 2022 and held it in 1 quarter. The position peaked at $5.45M in Q4 2022. 43 funds tracked by Wall St. Rank hold DBE as of Q1 2023.

  • IHT Wealth Management reported no remaining Invesco DB Energy Fund position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 240,241 Invesco DB Energy Fund shares in Q1 2023, an estimated $5.45M.
  • IHT Wealth Management first reported a position in Invesco DB Energy Fund in Q4 2022 and held it in 1 quarter.
  • IHT Wealth Management's Invesco DB Energy Fund position peaked at $5.45M in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.