Merit Financial Group’s Invesco DB Energy Fund DBE Stock Holding History

Merit Financial Group’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 Q3	$1.12M	Buy	+30,468	New	+$987K	0.01%	1085

Other funds holding DBE

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

ASBI

American State Bank (Iowa) Sioux Center, Iowa $252M AUM 40.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Merit Financial Group's DBE Position: Q3 2026 in Review

Merit Financial Group opened a new position in Invesco DB Energy Fund (DBE) in Q3 2026: 30,468 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #1085 among its holdings.

17 funds tracked by Wall St. Rank hold DBE as of Q3 2026.

Merit Financial Group held 30,468 shares of Invesco DB Energy Fund worth $1.12M as of Q3 2026.
Invesco DB Energy Fund was a new Merit Financial Group position in Q3 2026.
Invesco DB Energy Fund made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1085 holding.
17 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.