Leo Wealth LLC’s Invesco DB Energy Fund DBE Stock Holding History

Leo Wealth LLC’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 Q1	$921K	Buy	31,247 +956	+3%	+$21.1K	0.07%	194
2025 Q4	$529K	Sell	30,291 -22,707	-43%	-$424K	0.04%	247
2025 Q3	$1.01M	Sell	52,998 -1,651	-3%	-$31.6K	0.13%	125
2025 Q2	$1.02M	Buy	54,649 +861	+2%	+$15.6K	0.08%	173
2025 Q1	$1.05M	Buy	53,788 +20,538	+62%	+$394K	0.15%	120
2024 Q4	$617K	Sell	33,250 -5,628	-14%	-$108K	0.06%	206
2024 Q3	$723K	Buy	38,878 +1,552	+4%	+$30.5K	0.07%	182
2024 Q2	$780K	Buy	37,326 +381	+1%	+$7.86K	0.08%	171
2024 Q1	$766K	Buy	+36,945	New	+$738K	0.08%	174

Other funds holding DBE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leo Wealth LLC's DBE Position: Q1 2026 in Review

Leo Wealth LLC increased its Invesco DB Energy Fund (DBE) stake by 3.2% in Q1 2026, buying an estimated $21.1K and bringing the position to 31,247 shares worth $921K. The position accounts for 0.07% of the portfolio, ranked #194.

Leo Wealth LLC first reported a position in DBE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2025. 33 funds tracked by Wall St. Rank hold DBE as of Q1 2026.

Leo Wealth LLC held 31,247 shares of Invesco DB Energy Fund worth $921K as of Q1 2026.
Leo Wealth LLC bought 956 Invesco DB Energy Fund shares in Q1 2026, an estimated $21.1K.
Invesco DB Energy Fund made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #194 holding.
Leo Wealth LLC first reported a position in Invesco DB Energy Fund in Q1 2024 and has held it in 9 quarters since.
Leo Wealth LLC's Invesco DB Energy Fund position peaked at $1.05M in Q1 2025.
33 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.